We have been providing financial planning software for over 30 years.

We’re a company made up of developers and financial planners with a rich understanding and deep appreciation for our customers and their clients. Our customers are at the center of our corporate culture and we’re committed to providing exceptional customer service and technical support.  We take a thoughtful approach to product development – bringing new Versions & technologies to market when the industry is ready. Our innovation and technical leadership make us the right choice for financial planners in both big organizations and small.

In May 2013, we announced Version 6, our next generation of financial planning tools designed to bridge the gap between today’s tools and tomorrow’s investments. Version 6 is not a single release but instead is a generation of tools evolving over time to address the complex challenges ahead. Expect, visually compelling skins, clear and concise reports, customizable interfaces, and new features.