Overview

About Brentmark

Brentmark® Software provides personal financial planning products and services for professionals and consumers: estate, financial, and retirement planning software. Software products include Retirement Plan Analyzer, Estate Planning Tools, PFP Notebook™, Retirement Distributions Planner, Kugler Estate Analyzer™, Charitable Financial Planner, Estate Planning QuickView, and Savings Bond Toolkit.

At a glance

Software information

Industries served, licensing and the support Brentmark provides.

Licensing

Monthly Payment

Support

Email
Online (Ticket)

Training

Help Guides
Blogs

Knowledge Base

Help Guides
Blogs

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Capabilities

Brentmark features

The full feature set, grouped by module.

Financial Planning Software

Budgeting & Forecasting
Cash Management
Expenditure Tracking
Investment Management
Risk Management

Plans

Brentmark pricing

Free Version

Payment Frequency

Monthly Payment

Vendor pricing page

Media

Screenshots & video

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