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| Financial Planning
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Solutions Listed
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NetSuite
NetSuite Integrated Accounting/ERP Software
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NetSuite is the only web-based software that combines back-office financial management software with customer-facing CRM and ecommerce capabilities in a single, powerful, easy-to-use application. Award-winning NetSuite is quick to deploy, easy to use, and powerful enough to support all the business processes of growing and mid-size businesses around the world. NetSuite’s financial planning software allows you to gain full visibility into your payables and receivables, generate up-to-the-moment comparative reports, simplify the period-end close process, and consolidate all the financial data of individual business units. Sign up today for a free trial.
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FREE TRIAL
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Online Demo
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Customer Success Stories
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Awards
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Torrid Technologies, Inc
Retirement Planner
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This Retirement Savings software takes into account income from Social Security, Pensions, Defined Benefits, other cash infusions, and unlimited Investments both tax-deferred and taxable. This program is for those saving for retirement as well as those already retired.
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PlanMagic Corporation
PlanMagic Finance Pro
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PlanMagic Finance Pro is the only financial planning software with product line and number of products generator (up to 10 product lines with unlimited number of products per product line). The generator creates or deletes product lines and products as selected, even with existing data in the financial workbook.
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MasterPlan Financial Software
MasterPlan Financial Planning Software
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MasterPlan Financial Planning Software keeps track of all a client owns, owes, earns, spends, receives in social security, and pays in taxes during the current year, every year to retirement and beyond to life expectancy. With our comprehensive financial planning software, you can record, analyze, and present all aspects of a client's current and prospective financial situation.
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Money Minders Software
Financial Planning Spreadsheets
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This financial planning software product is a set of financial planning templates that work with Microsoft Office or Excel to produce clear, concise and easy to understand reports for your clients. For the advisor they produce reports and charts with accurate figures and very quick answers. For your client they produce a report the client can understand. Designed for modular financial planning, or together they can produce a complete financial plan. Data is entered only once and integrates to all spreadsheets and charts. Use individual reports for retirement planning, or estate planning, or run them all.
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Centage Corporation
Budget Maestro v5.8
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New Budget Maestro v5.8 offers more flexible reporting to satisfy the most complex reporting requirements. Comprehensive library of Crystal® report formats, Customize report layouts, Excel add-in capabilities, "Simple screen" for easy data entry by non-financial managers, and much more!
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NetBudgets, Inc.
NetBudgets
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NetBudgets develops sophisticated, yet easy-to use, Business Performance Management solutions that enable all organizations to improve their planning and reporting processes. NetBudgets 4.0, the company’s flagship product, provides a single unified application for budgeting, strategic planning, forecasting, consolidations, performance reporting and analysis
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