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Phone: (647) 722-1650 Email: email@adminproadvisor.com Website: www.adminproadvisor.com AdminPROadvisor.com helps financial advisors remove the paperwork barrier from their practices, setting them free to concentrate on building client relationships, growing their businesses, and enjoying their professions once again. Our 3-Click Administrative Assistant software was designed by advisors for advisors. It allows you to completely and accurately fill out any form in a split second with three mouse clicks. You have complete control over your database with more than 300 fields designed specifically for investment and KYC forms. The ROI is huge and the simplicity of operation lets you quickly get down to the business of recouping your initial investment.
Datawhiz Information Systems Inc. 1110 Sheppard Ave. East, Suite 500 Toronto, ON M2K 2W2 Phone: (416) 229-1801 Email: support@calcuware.com Website: www.calcuware.com We are a corporation with accounting, taxation and software development expertise since 1982. The following financial programs have been developed by our firm: CalcuLeases - General Buy or lease an asset, which is better? CalcuLeases - Auto Buy or lease a car, which is better? CalcuMortgage - RRSP contribute or pay down your mortgage, which is better? CalcuRetire - You tell it how much you need to spend each month after retirement, and it tells you how much you need to save each month and vice versa! Car Lease - calculates any missing factor from a car lease arrangement! Mortgage - calculates any missing factor from a home mortgage arrangement and prints an amortization schedule and a reporting letter. Top
Neuralus Canada Winnipeg, Manitoba Phone: 204-272-7173 Neuralus U.S.A. San Diego California Phone: 858-776-7549 Email: info@cashflowinsite.com Website: www.cashflowinsite.com Cashflow INSITE™ is the only budgeting application that offers client/advisor collaboration. We believe an advisor’s knowledge and guidance is an integral part of their clients’ financial success, now you can provide a solution that allows your clients’ to easily track their spending. The advisor view of Cashflow INSITE gives you the ability to monitor your clients’ cash flow, creating additional opportunities to provide advice and further strengthen your relationship. In today’s economic environment, virtually everyone is concerned about their spending. Cashflow INSITE™ is a web-based budgeting application that learns and adapts to user interaction, which automates the task of assigning future transactions. Cashflow INSITE greatly reduces the time and upkeep for users to track their spending which has been a major roadblock with traditional budgeting applications. With your guidance, helping clients get on track with their spending allows them to focus on taking control of their finances. Cashflow INSITE provides you as the advisor the opportunity and information to show clients the potential investment opportunities available within their budget. Top
PlanGive Phone: (800) 463-4854 Email: contactus@plangiv.com Website: www.plangive.com Gift Planning Assistant (GPA) is the first-ever Canadian software program for designing and illustrating planned gifts. GPA is versatile! It handles all major planned giving techniques (outright gifts, bequests, securities, gift annuities, charitable remainder trusts, residual interests, life insurance) and varied property types (cash, appreciated, residential, cultural, ecologically-sensitive, farm, privately-owned shares). GPA is smart! It knows the right life expectancies, annuity rates and tax rates for each gift plan, and sails through tricky calculations involving present value of remainder interests, creditable limits, and capital gain. Top
650 Hwy #7 East, Suite 308 Richmond Hill, ON L4B 2N7 Phone: (905)-886-3314 Email: colg@lifeguide.com Website: www.lifeguide.com The LifeGuide® Professional Software sets the standards for life insurance and financial products' research, evaluation, information and quotation software. The LifeGuide® Professional software provides unmatched power and flexibility, and covers the largest number of insurers and the broadest range of products. The range of products covered in LifeGuide® includes Term, T100, Whole Life, Universal Life, Critical Illness, Guaranteed Issue, Simplified Issue and Niche products. In addition to comprehensive year by year quantitative detail, the LifeGuide® Professional Software also includes extensive supplementary information on each product. Furthermore, this professional software also includes useful supplementary tools, analysis functions and resource material. Produced independently of all insurance sales and marketing organizations, the LifeGuide® Professional Software provides subscribers with the benefits of a wide and significant service and competitive advantage. The LifeGuide® Professional Software is best suited for knowledgeable consumer-minded insurance and financial advisors. Top
Financial Psychology Corporation 1201 South View Drive Sarasota, FL 34242 Phone: (408) 735-7935 Email: info@financialpsychology.com Website: www.financialpsychology.com Financial Psychology Corporation's Moneymax® materials have been developed for financial professionals to fulfill the challenge of understanding how to establish better rapport, enhance trust and optimally satisfy potential and current clients. The Profile reports easily translate into the development of personalized presentations which target clients unique money management needs and desires. The Moneymax Profiling System provides consultants and advisors with significant and critical information about their clients' individual money management styles - information about both their spoken and unspoken needs. Moneymax helps you translate and maximize your clients' financial attitudes into confident and successful financial decisions. Moneymax help solidify your relationship with your current and prospective clients. Top
Suite 1808, 63 Widdicombe Hill Boulevard Etobicoke, Ontario, M9R 4B2 Phone: (514) 333-4094 Email: george@lifestyleplanner.com Website: www.lifestyleplanner.com Our professional services focus on certifying Financial and Lifestyle Planners in the effective usage of the Enhanced Lifestyle Planner with clients. We support our certified Financial and Lifestyle Planners by: * Providing them with articles and other handouts which can be used with their clients or staff members * Providing them with PowerPoint presentations downloadable from the Web for use with clients and staff members * Listing certified Financial and Lifestyle Planners in our Directory of Planners * Delivering on an ongoing basis our PROFESSIONAL SERVICES to support the Enhanced Lifestyle Planner Top
22 Royaledge Way Waterdown, ON L0R 2H5 Phone: (877) 769-3769 Website: www.power-assist.com We implement proven technology solutions for Successful advisors, brokers, dealers, fund co.'s and MGAs. We provide our clients with premium service and an integrated solution where the technology reflects your process. Our Implemented AdvisorPower Solutions™ are Guaranteed. We will increase your ability to proactively manage and track your client relationships, information and processes. PowerAssist has bridged the implementation gap between Process and Technology™. Top
Suite 302-788 Beatty Street Vancouver, BC. Canada V6B 2M1 Website: http://45robots.com/ Simple to use, web-based software for solo advisors and small practice groups. Designed to manage your contacts, tasks, client files and compliance needs while facilitating online collaboration between your team, suppliers and clients. No long-term contracts. No set-up fees. Helpful Support. Work from anywhere. 30-day free trial. Top
#221-2323 Quebec Street Vancouver, BC V5T 3A3 Phone: (604) 709-9663 Email: sales@scantechcorp.com Website: www.scantechcorp.com If you feel overwhelmed by the paperwork generated by your business, Vancouver-based ScanTech Imaging Corp. may have the answer you are looking for. ScanTech was founded in 1998 to respond to the growing demand for imaging and document management solutions. Along with these service solutions, ScanTech is the number one provider of interactive forms software products, including e/Forms financial software. e/Forms is used by over 3000 financial advisors across Canada. Top
104 Arista Court Ottawa, ON K1T 3Z6 Phone: (613) 738-2883 Email: sales@slateboard.com Website: www.slateboard.com Not just your ordinary mortgage calculator! QuikCalc Mortgage and Loan Manager Personal Edition is a powerful mortgage and loan manager and calculator. Includes our tables, schedules, and Amortization Schedules Plus! that allow you to see the effect of adding, skipping or overriding any payment, and our Loan Manager, which allows you to track terms, interest rates and payments. Top
Financial Success Strategies Inc. 42 Fawn Court London, ON N5X 3X3 Phone: (866) 231-2721 Email: info@talbotstevens.com Website: www.talbotstevens.com Talbot’s Leverage Professional is a simple bilingual software program for analyzing the net benefits of borrowing to invest. It evaluates leveraging using interest-only loans, term loans that are paid off over time, and RRSP catch-up loans. Talbot's ATI Professional is an Excel 5.0/7.0 spreadsheet that accurately calculates the only thing that matters - how much After-Tax Income (ATI) can be generated from registered, non-registered and RESP funds over a desired time period. Top
Financial Plan Advantage Ltd. Phone: 866-624-8503 Email: support@fpadvantage.com Website: www.fpadvantage.com The Illustrator for Life Insurance is the flagship software from FPAdvantage. This one-of-a-kind fully customizable illustration software allows you to perform any number of life insurance concepts using any universal life insurance product, from Cost/Benefit analysis to building your own in-force illustrations. This software is non-company specific allowing you to brand the output to you or your companies image. |
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