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
User Reviews of FMA Advisor
No reviews have been submitted. Do you use FMA Advisor? Have you considered it as part of your software evaluation process? Share your perspective by writing a review, and help other organizations like yours make smarter, more informed software selection decisions!
