Innovations in financial planning
- 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.