| Tool | Capabilities | Media | Demo available? | Contact |
| Advent Browser Reporting | Web-based portfolio reporting. | | Free with registration. | www.advent.com |
| Axys | Portfolio management, accounting and reporting. | | Free with registration. | www.advent.com |
| CalcTools | Lets planners include in their own intranet, Internet or stand-alone software some of Brentmark’s most detailed and complex calculations. | Online | No. | www.calctools.com ;
www.brentmark.com |
| Centerpiece | Accounting, performance tracking and customizable client reports. Shares data with relevant modules. | CD-ROM | Free. | www.schwabpt.com |
| Charitable Financial Planner | Carries the recommended rates for gift annuities; handles split interest charitable transfers, QPRTs, GRATs and GRUTs (grantor retained uni-trusts). | Download | Free. | www.brentmark.com |
| Charitable Gift Planner | Computes annuities and remainders. | Download | 30-day free trial. | www.leimberg.com |
| Easy Money | Covers the basics. Audit trail leads from summary page to detail pages. | CD-ROM | Free CD-ROM by mail. | www.moneytree.com |
| EnCorr Optimizer | Develops asset allocation policy, forecasts levels of return and wealth. | CD-ROM | Free. | www.ibbotson.com |
| Estate Planning Tools | Exhaustive coverage of GRATs (grantor retained annuity trusts); also covers other tax-favored trusts, private annuities and generation-skipping transfers. | 2-disk set | Call for demo: 800-879-6665. | www.brentmark.com |
| Financial Analyzer II | More than 75 different computations in a dozen categories such as cash flow, profit and time value of money. | Download or CD-ROM | 30-day free trial. | www.leimberg.com |
| Frontier AllocationMaster and AllocationMaster Web | Computes the optimal asset allocation that maximizes return at all risk levels, enables future projections. | Online | Free online, or request CD-ROM kit by mail. | http://online.sungard.com |
| Golden Years (a module of the Money Tree Suite) | Income and expense projections for the retired or those nearing retirement. | Download or CD-ROM | Free CD-ROM by mail. | www.moneytree.com |
| IRS Factors Calculator | Calculates the value of annuities, life estates and remainders or CD-ROM (term, one or two lives). Includes GRITS, GRATs, GRUTs and various tables: H, K, V, VI, Tables 80 CNSMT and Table 90 CM. | Download | 30-day free trial. | www.brentmark.com ;
www.leimberg.com |
| Kugler Estate Analyzer | Allows planner to show the effect . of planning with instruments such as GRATs, rolling GRATs, charitable trusts, QPRTs (qualified personal residence trusts), family limited partnerships, GST (generation-skipping tax), trusts and more. | Download | Free | www.brentmark.com |
| Leimberg’s NumberCruncher | Almost 100 financial planning and estate planning calculations. 2004 Computes GRATs, charitable remainder and lead trusts, private annuities and more. | Download | 30-day free trial. | www.leimberg.com |
| MRD (Minimum Required Distribution) Software | Determines MRD based on various life expectancies. Reflects the ’87, ’01 and ’02 regulations. Communicates with PFP Notebook. | Download | Call for demo: 800-879-6665. | www.leimberg.com ;
www.brentmark.com |
| Pension & Roth Analyzer | Evaluate pension and profit sharing plan distribution strategies. | Download | Free. | www.leimberg.com ;
www.brentmark.com |
| Pension Distributions Calculator | Exhaustive treatment of required minimum distributions and pre-age-59 1 / 2 distributions. | Download | Call for demo: 800-879-6665. | www.brentmark.com |
| Pension Distributions Planner | All features of Pension Distributions Calculator, plus handles multiple beneficiaries. | Download | Free case studies and sample reports. | www.brentmark.com |
| PhilanthroCalc for Windows | Calculates tax benefits of charitable giving, trust income; generates presentations. | Download | Free “Quick Tour.” | www.ptec.com |
| PPC’s Personal Financial Planning Calculator | Performs tax, cash-flow and net-worth projections; calculates funding needs for retirement and education as well as taxes on lump-sum distributions and IRA rollovers. | CD-ROM | No. | www.ppcnet.com |
| Retirement Income Navigator (formerly Investment Scenario Generator) | Uses an asset allocation approach to optimize retirement income. | Download | Call for demo: 800-879-6665. | www.brentmark.com |
| RetireNow | For retirement income planning; may be used for client presentations. Designed for clients with between $500,000 and $5 million net worth. | Download | Call for demo: 800-879-6665. | www.brentmark.com |
| Retirement Solutions (part of the Money Tree Suite) | Ten modules; includes retirement capital projections, plan distributions, cost of waiting or delay. | Download or CD-ROM | Free online; sample reports online, too. | www.moneytree.com |
| Savings Bond Toolkit | Organizes and manages a savings bond portfolio; facilitates retitling of bonds. | Download | Call for demo: 800-879-6665. | www.brentmark.com |
| Silver Financial Planner (from Money Tree) | Succinctly shows clients their (from Money Tree) financial projections; educates clients on financial concepts. | Download or CD-ROM | Free CD-ROM by mail; download. | www.moneytree.com |
| Steve Leimberg’s Estate Planning Quickview | Federal estate tax and state death tax calculations. State-law- sensitive flow chart- and graph- based Windows software that instantly shows what dispositive strategy will reduce taxes to lowest possible amount and provide highest amount for heirs | Download or CD-ROM | No. 30-day free trial. | www.cpa2biz.com
www.brentmark.com
www.leimberg.com |
| StockOpter Pro | Develops optimized strategies for exercise of stock options. | Download | Free download. | www.cpa2biz.com ; www.networthstrategies.com |
