Financial Planning Software

Financial Planning Software

ExecPlan Express is a fully integrated financial planning software system for professional planners. It enables the creation of comprehensive plans that analyze an individual's personal finance over the entire life expectancy in any level of detail you desire. Within minutes you will be able to print a variety of professionally formatted reports supported with customized charts, graphs and schedules.
This software is based on our leading financial planning software system used by financial planners for over 30 year. It embodies our years of experience and the insight from our thousands of clients on what is essential in such a software package. ExecPlan Express provides one of the most extensive, powerful and flexible software platform commercially available..

Retirement Planning Software
A needs based financial planning software designed to allow personalized year by year cash flow and investment planning for presentations the way the client wants, not the way a retirement planning software says it has to be.To learn more

Tax Planning
The right solutions start with the right answers, and ExecPlan Express financial planning software includes detailed year by year federal and state income tax calculation including calculations for AMT, Self employment tax, FUCA, loss limitation rules, itemized deduction limitation rules, etc. To learn more

Estate Planning
ExecPlan Express financial planning software has easy to follow flowcharts and estate tax statements to illustrate various types of wills and estate planning strategies, that provides the extra dimension that you will not find in most affordable financial planning software tools.To learn more

Enhanced version of ExecPlanExpress.


  • A very powerful personal financial planning software, very easy to use.

    Penny A, Financial Planner, Minneapolis, MN

  • Allows us to efficiently deliver the same high quality analysis complete with visuals to those clients with less complicated situations as we do for those with more intricate situations

    JVictoria F, Financial Planner, Rochester, NY

  • Financial planning software that is a snap to master, yet powerful and flexible. Just an outstanding value.

    William P, Financial Planner, North Brunswick, NJ.