TL_2.1.18

Financial Planning (17 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...
  • 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...
  • 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...
  • 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.
  • 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. 
  • Cheshire Software

  • EXL

    EXLerator™: Businesses today are facing dynamic market conditions: changing consumer behavior, new technology, and more data than ever before. To keep pace, they have to be more agile and respond more quickly to change. This environment demands more than traditional outsourcing. Simply meeting a service...