The FPS System has been the very foundation on which the Austin Asset Management firm has been built since 1986. It provides the analysis and alternative planning that concisely and clearly shows clients where they stand with their financial goals.
Our firm has used the FPS System since 1987. It’s easy to use and the understandable reports are exceptional. It is a flexible system that lets us enter a little data, or we can expand it to keep detailed records.
The FPS System also includes client management capabilities that guide our planners to stay in touch with client. The system is High Tech with High Touch at its very best” John Henry was Chosen by Worth Magazine as one of “The 250 Best Financial Advisors” in the nation.
Our clients, even those who are not financially literate, easily understand the reports. Over the years, we have reviewed other
financial planning software but have remained with the FPS System because it is clear and accessible.