Innovations in financial planning

April 1997
Journal of Financial Planning;Apr97, Vol. 10 Issue 2, p14
Academic Journal
Announces the release of updates of FSCI's dbCAMS+ software and Financial Planning Consultants' Text Library System software for personal financial planning. Contact number.


Related Articles

  • Customizable software presents explanations of financial planning services to clients.  // National Underwriter / Life & Health Financial Services;6/10/96, Vol. 100 Issue 24, p53 

    Reports that Financial Planning Consultants has developed Financial Planning Presentation laptop system.

  • Library Now Available As Windows Software.  // National Underwriter / Life & Health Financial Services;6/7/99, Vol. 103 Issue 23, p17 

    Presents information on Text Library System, a software created by the Financial Planning Consultants, Inc. for use by financial planning professionals. Features of the product.

  • Marketplace.  // Financial Planning;Feb98, Vol. 28 Issue 2, p35 

    Presents financial planning tools. Includes RIA Group's Checkpoint Web-based tax research and information system; Retirement planning software; Leimberg & LeClair's NumberCruncher '98 and Estate Planning Quick View.

  • Software that makes it easy. Murray, Dennis // Medical Economics;11/11/96, Vol. 73 Issue 21, p153 

    Features computer software on retirement financial planning. Intuit's Quicken Financial Planner; Vanguard Retirement Planner; Rick and Retired from DataTech Software; Ernst & Young's Prosper.

  • Software that can help retirees make their nest egg last a lifetime. Tyson, Eric // Money;Oct96, Vol. 25 Issue 10, p31 

    Reviews the computer software Vanguard Retirement Manager and Quicken Financial Planner. Designed to help retirees manage their money; Three financial moves which can help a person to manage money in retirement, including making of detailed projections of retirement income and expenses.

  • Build up your retirement savings with this crystal-clear strategy. Tyson, Eric // Money;Mar97, Vol. 26 Issue 3, p26 

    Evaluates two retirement planning computer programs and three personal-finance programs with retirement calculators. Vanguard Retirement Planner and Quicken Financial Planner; Quicken Deluxe, Microsoft Money 97, and Managing Your Money; The four key areas of retirement planning.

  • Super modules. Bloch, Danby // Money Marketing;7/3/2003, p34 

    Reports that independent financial advisers can stay up to date with a learning and assessment system. Treatment of a mystery shopper in an exercise mounted by the British Broadcasting Corp.'s 'Money Box' program; Features of the personal finance software called Assess; Examination for...

  • App Aims to Get You Going in Direction of Financial Goals. ALLEN, MIKE // San Diego Business Journal;6/23/2014, Vol. 35 Issue 25, p4 

    The article offers brief information on the Personal Financial Plan Wiz mobile device application for personal financial planning from PF Wiz LLC.

  • Quicken Personal 2004.  // Australian PC User;Dec2004, Vol. 16 Issue 12, p106 

    Reviews the Quicken Personal 2004 personal finance software from Quicken.


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics