Brentmark
Powerful Planning Solutions for Financial Institutions, Advisors and Attorneys.
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.
Licensing & Deployment
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Cloud Hosted
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Web-based
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Android
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Windows
Knowledge Base
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Help Guides
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Blogs
Brentmark Core Features
Focus of Financial Planning Feature
- Budgeting & Forecasting
- Cash Management
- Expenditure Tracking
- Investment Management
- Risk Management
Brentmark Pricing
Pricing Type
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Contact Vendor
Free Version
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No
Payment Frequency
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Monthly Payment
Brentmark Reviews
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