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Brentmark

Powerful Planning Solutions for Financial Institutions, Advisors and Attorneys.
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Overview
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.

Media
Brentmark
Core Features
Financial Planning Features
  • Budgeting & Forecasting
  • Cash Management
  • Expenditure Tracking
  • Investment Management
  • Risk Management
Pricing
Pricing Type
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Free Version
No
Payment Frequency
Monthly Payment
Vendor pricing page
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Android
  • Windows
Knowledge Base
  • Help Guides
  • Blogs
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