Sentences with phrase «generic financial software»
Attorneys have also tried creating custom reports in generic financial software with limited success.
https://www.cosmolex.com/ Not exact matches
Generic Description: Integrated (but not comprehensive) financial planning software, just for the accumulation phase (no retirement planning module).
Generic Description: Integrated and comprehensive financial planning, estate planning, and tax estimation software.
Generic Description: Integrated (but not comprehensive) financial planning software, but just for the distribution phase (AKA retirement, not the accumulation phase).
Just about the only thing generic financial plan software has in it that can raise a compliance eyebrow are the assumed rates of returns.