FMA KnowledgeTrust

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

About FMA KnowledgeTrust

FMA KnowledgeTrust features award-winning financial planning content and knowledge solutions to enhance institution’s on-line initiatives in the financial planning arena. FMA KnowledgeTrust turns a wealth of on-line content into personalized financial planning knowledge through the use of life-stage profiling, life-event planning, and interactive tools. Best-in-class domain coverage includes general financial planning, 529 plans, stock options, insurance, and more.

Product Overview

Other Software by Forefield

User Reviews of FMA KnowledgeTrust

No reviews have been submitted. Do you use FMA KnowledgeTrust? Have you considered it as part of your software evaluation process? , and help other organizations like yours make smarter, more informed software selection decisions!