 What's New 06.2009 - Version 5.9.41 Released 3 New reports; "All Notes" collects notes from over 20 locations, "All Phones" collects from 6 locations, and "All Links"
02.2009 - Yearly Tax/Estate Updates Added several user requests; New reports, exporting, more Queries
05.2008 - New Partnership Alliance Joined forces with "Advisor Exchange" for Importing financial data
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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". |
