Financial Planning

NaviPlan Standard & NaviPlan Extended
From simple needs analysis to full-scale financial plans, all of the tools you need to quickly engage clients and build more profitable client relationships are packaged into easy-to use levels in NaviPlan Standard and NaviPlan Extended.

Profiles Professional & Profiles Forecaster
Profiles Professional covers 13 personal and four business planning modules, enabling advisors to model simple or complex financial scenarios. The program’s flexible design accommodates goals-based planning plus performs cash flow-based projections. A library of more than 400 client reports features colorful, easy-to-read presentations.

Dinkytown - Financial Calculators for your website!
Dinkytown offers more than 350 financial calculators with dynamic graphs, customizable page layouts, colors and reports that are ready to put on your website.