What's New
 06.2005 - FPS Version 3 Released
New reports, Network ready for multi planner offices.
 05.2005 - Pdf Report Generation
All reports can be saved as Adobe Pdf files.
 04.2005 - Client Linking
Link clients to other program files, websites, emails and folders.

 
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Company Profile
Financial Planning Software Since 1980
Reports designed and used by financial planners. Reports are "to the point" and easy for the clients to understand.
Simple Point and Click Content Management
We make it easy for you to keep in touch with your clients. One click email, dialing, mail merge, labels and envelopes.
Endorsements
John Henry McDonald, CFP President Austin Asset Managment chosen by Worth Magazine as one of "The 250 Best Financial Advisors" in the nation.  "The FPS System has been the very foundation on which the Austin Asset Management firm has been built since 1986. The system is High Tech with High Touch at its very best". |