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Brentmark

Powerful Planning Solutions for Financial Institutions, Advisors and Attorneys.

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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.

Brentmark

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LICENSING & DEPLOYMENT

  • Cloud Hosted
  • Web-based
  • Android
  • Windows

Knowledge Base

  • Help Guides
  • Blogs

Brentmark Core Features

Financial Planning

  • Budgeting & Forecasting
  • Cash Management
  • Expenditure Tracking
  • Investment Management
  • Risk Management

Brentmark Pricing

Pricing Type

  • Contact Vendor

Free Version

  • No

Payment Frequency

  • Monthly Payment
Vendor pricing page

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