ESPlannerPRO

ESPlannerPRO is designed for financial professionals. It includes the Monte Carlo module and provides client management tools. ESPlannerPRO includes additional important benefits:

• The ability to manage multiple clients
• Customized reports with your company logo
• Free listing for your practice— including contact information, your marketing profile, and a link to your web site on our website
• Extensive help with setup and implementation
• Special access to our software engineers
• Private on-line forum for financial planners to share ideas

The software is available to download on your computer. A CD is also available for purchase. ESPlannerPRO is our only product licensed for professional use. The Financial Planner license is for one individual planner. Site licenses are available for companies with multiple planners. Please call 617-834-2148.