TL_2.1.18

Financial Planning (16 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...
  • Larsen & Toubro Infotech (LTI)

    Global IT Services and Solutions Provider
    Larsen & Toubro Infotech (LTI)is a global technology consulting and digital solutions Company helping more than 300 clients succeed in a converging world. With operations in 30 countries, we go the extra mile for our clients and accelerate their digital transformation with LTI’s Mosaic...
  • 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...
  • 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....
  • 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. 
  • 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.
  • Cheshire Software

  • Whitebirch Software, Inc.

    With traditional spreadsheets, you end up spending more time auditing and checking for accuracy than you do constructing and using the model. Whitebirch Enterprise Planning changes all that. We redesigned how financial models should be built. Rather than working at the cell level, models are...