Kucharski Financial

Deployment

WindowsAndroidWeb-based

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Overview

About Kucharski Financial

Kucharski Financial serves the mass affluent, who generally have investable assets ranging from $100,000 to $2,000,000, as well as select high net worth clients with investable assets over $2,000,000 to $10,000,000. We have had the privilege of building our firm to what it is today and have learned that we work best with professionals and retirees who share our values and planning objectives. Our best clients are goal-oriented, advice-receptive, and have positive resources to allocate towards their financial goals.

At a glance

Software information

Industries served, licensing and the support Kucharski Financial provides.

Licensing

  • Monthly Payment

Support

  • Email
  • Online (Ticket)

Training

  • Help Guides
  • Blogs
  • Case Studies

Knowledge Base

  • Help Guides
  • Blogs
  • Case Studies
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Capabilities

Kucharski Financial features

The full feature set, grouped by module.

Financial Planning Software

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

Plans

Kucharski Financial pricing

Free Version
No
Payment Frequency
Monthly Payment

Media

Screenshots & video

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