Kastler Financial Planning
Our financial planning software provides powerful capabilities that allow us to develop your financial plan. We do it collaboratively with YOU at the center of the planning process. View the Financial Planning Software video for an eye-opening perspective on what this software may do for you.We provide you with a very secure process to share and store your financial data - whether you are sitting in our office or across the country via computer screen sharing.
Core Features
Financial Planning Features
  • Accounting Integration
  • Consolidation/Roll-Up
  • Credit Card Management
  • Investment Management
  • Revenue Recognition
  • Tax Management
Pricing Type
Contact Vendor
Free Version
Payment Frequency
Monthly Payment
Customer Reviews
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Licensing & Deployment
  • Cloud Hosted
  • Web-based
  • Android
  • Windows
Knowledge Base
  • Help Guides
  • Blogs
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