ESPlanner

Company Info

Company Name:
Data Last Updated:
  • January 11, 2011
Data Verified by Company:
Website:
Contact Email:
  • This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:
  • (###) ###-####
Year Founded
  • 2001
Number of Employees:
  • 3

Software Overview

Format:
Size of Firms Targeted:
Target Market:
Number of Firms Using:
  • 200

FP Features

Modules:
Accumulator Phase:
Retirement Phase:
Asset Allocation Assumptions:
Types of Reports:
Secondary Analysis:
Monte Carlo Analysis:
Client Portals:

Pricing

Pricing Based By:
Trial:
Initial Training:
Support:

Integrations

Outsource Solutions:
Portfolio Management Systems:
CRM:
Account Aggregation:
Financial Planning:
Rebalancing:
Analytics:
Document Management:
Websites:
Client Portals:
Form Fill:
Custodian:
IPS Software:
Web Reporting:
Report Packaging:
College Planning:
Other Applications:
Total System:

All financial planning questions come down to questions of living standard. ESPlanner is the only software that directly calculates living standard.

All financial planning questions come down to questions of living standard. ESPlanner is the only software that directly calculates living standard.

User reviews

There are no user reviews for this listing.

To write a review please register or log in.