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Financial Technology Year

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BrightPlan

from BrightPlan

Cloud-based financial planning software for financial advisors. Enables advisors to create comprehensive financial plans, manage client relationships, and deliver integrated wealth planning services including retirement planning, education funding, tax planning, and estate planning.
Is this your Company
Category: Financial Planning Software
in: Wealth Management
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.

BrightPlan


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