Software Connect
Speak to an Independent Software Expert Now
(800) 827-1151 8am-5pm (ET)

FMA KnowledgeTrust

A web-based software system designed by Forefield for accounting/legal/professional and finance & insurance companies.
Questions about FMA KnowledgeTrust? Call (800) 827-1151 and talk to a software expert now.

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.

Reviews of FMA KnowledgeTrust

No reviews have been submitted. Do you use FMA KnowledgeTrust? , and help other organizations like yours make smarter, more informed software selection decisions!