Concise Financial Planning Software

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We produce software that helps financial service professionals cost-effectively present quick, compelling answers to clients' questions, demonstrate investment strategies and illustrate special features of investment and insurance products.

If you or your company sell or distribute Mutual Funds, Variable Annuities or Financial Planning services, we have programs that will help you sell more. We provide software programs and software support services to:

     Financial Service Companies
Mutual Fund sponsors and Insurance companies that distribute variable annuity products and/or mutual funds distribute our Enterprise Software to their sales forces, enabling them to answer clients' financial questions, do customized illustrations of historical performance and graphically demonstrate the special features of their products. More than 15,000 salespeople in the United States and Europe have our software.

Financial Service Professionals
Financial Planners, Brokers, Insurance Agents, Accountants and others use
our programs to answer specific client and prospect questions concerning their financial goals and savings plans, explain financial concepts, and motivate them to take the necessary actions to succeed.

© 2002 Concise Financial Planning Software, Inc.