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FMA Advisor

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

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