FMA Advisor

A web-based software system designed by Forefield for finance & insurance and accounting/legal/professional companies.

About FMA Advisor

FMA Advisor is a web-based application that guides financial advisors to easily and consistently deliver high-quality advice during every client contact. FMA Advisor offers a powerful client interaction and presentation solution built on a wealth of knowledge across the spectrum of personal financial planning domains. Instant access to legal-approved, regulatory-compliant information including:

Personal Finance
Business Owner
Education Planning
Estate Planning
Government Benefits
Investment Planning
Protection Planning
Retirement Planning
Special Situations
and Tax Planning

Multiple search options. Advisors can search by life event, by financial goals or using the free text search optioning using key words.

Fully XML-based. FMA Advisor is written in XML (Extensible Markup Language), which is designed for maximum flexibility.

Product Overview

Developer Forefield
Type Banking Software
Client OS Web
Deployment Cloud Hosted

Other Software by Forefield

FMA KnowledgeTrust

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