| 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
Brentmarks 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 |
| Leimbergs 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 |
| PPCs 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 Leimbergs 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 |
What’s next for potential CPA licensure changes
What RPA is and how it works