TL_2.1.18

Financial Planning (18 companies found)

Compare and research Financial Planning companies and businesses online.

  • Cloverleaf Analytics, Inc.

    Harness the Power of Your Data
    Cloverleaf Analytics is an affordable end-to-end insurance BI solution that gives our customers real-time analytics to discover trends and insights across the entire enterprise, enabling proactive business decisions that would not otherwise be possible. Our customers can jump start their BI...
  • L&T Infotech Limited

    Global IT Services and Solutions Provider
    L&T Infotech is a wholly-owned subsidiary of the USD 15 Billion Larsen & Toubro Limited, which has a presence in construction, engineering, manufacturing & financial services. We are ranked as the 6th largest software & services exporter by NASSCOM. Insurance BU is the fastest growing BU with a...
  • 4Sight Business Intelligence, Inc.

    Pre-built for P&C with 50+ Reports, Dashboards and more
    4Sight Business Intelligence, Inc. provides business intelligence solutions designed specifically for the property & casualty insurance industry. The company's focus is on providing off-the-shelf, documented solutions with ad-hoc reporting, what-if analysis, dashboards, scorecards, standard...
  • Equisoft

    WealthElements: A MUST-HAVE, REGULATORY-COMPLIANT TOOL TO GROW YOUR BUSINESS The Financial Needs Analysis module offers advisors a precise assessment of a client’s current financial situation and future needs, including their financial profile (cash flow and net worth) as well as their retirement, education and...
  • Impact Technologies Group, Inc.

    Rating: 5 - 1 review
    Life Goals: Basic needs analysis system that is easy to use and produces client understanding of their financial situation.
  • Apptio

  • Collegiate Funding Solutions

    Collegiate Funding Solutions' college-planning software enables you to quickly and efficiently identify and assess strategies for helping your clients save ON, not just for college costs.
  • Money Tree Software, Ltd.

    Plan the way for your clients' financial futures. 
  • Cheshire Software

  • MIMICS, Inc.

    MIMICS Portfolio Management System was designed for portfolios of different sizes & complexity. Manages equity, fixed income, equity derivatives, fixed income derivatives, commodities, forex & other securities. Is able to segregate securities & automatically prepare all compliance reporting....