ESPlanner

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January 11, 2011 Hits: 1250

Company Name:	Economic Security Planning, Inc.
Data Last Updated:	January 11, 2011
Data Verified by Company:	No
Website:	www.esplanner.com
Contact Email:	This e-mail address is being protected from spambots. You need JavaScript enabled to view it
Phone Number:	(###) ###-####
Year Founded	2001
Number of Employees:	3

Format:	Desktop
Size of Firms Targeted:	$0-$100mil AUM $101-$200mil AUM $201-$300mil AUM $301-$500mil AUM $501-$1bb AUM $1bb AUM and Up
Target Market:	Planner
Number of Firms Using:	200

Modules:	Budgeting Education Planning Financial Planning Retirement Planning Tax Planning
Accumulator Phase:	Cash Flow
Retirement Phase:	Cash Flow
Asset Allocation Assumptions:	Built-In
Types of Reports:	Built-In
Secondary Analysis:	Budgeting College
Monte Carlo Analysis:	Yes
Client Portals:	No

Pricing Based By:	License Fee
Trial:	Yes
Initial Training:	Email Online Resources Remote
Support:	Email Online Resources Remote

Outsource Solutions:	None
Portfolio Management Systems:	None
CRM:	None
Account Aggregation:	None
Financial Planning:	None
Rebalancing:	None
Analytics:	None
Document Management:	None
Websites:	None
Client Portals:	None
Form Fill:	None
Custodian:	None
IPS Software:	None
Web Reporting:	None
Report Packaging:	None
College Planning:	None
Other Applications:	None
Total System:	None

Security Functionality:

All financial planning questions come down to questions of living standard. ESPlanner is the only software that directly calculates living standard.

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