BNA Software and Scivantages Financial Guidance division have released BNA Wealth Manager, a wealth management software product designed for use by CPAs.
Unlike wealth management products designed for the banking or insurance industry, the software is aimed at accountants who provide such services for clients. Features include retirement planning, multi-level education planning, long-term-care planning, gift planning, insurance and disability needs analysis, advanced IRA distribution planning, trust planning, and estate planning.
The interactive software provides feedback as accountants create various client scenarios. Charts and graphs build automatically to show the impact that various decisions would have on a clients overall plan. Accountants can enter as much data as they want to obtain a top-to-bottom analysis, or scale the data to focus on a particular topic of interest.
BNA Wealth Manager is available for a 30-day trial with access to customer support. For more information, visit www.bnasoftware.com/lifetimeclients.
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