ExecPlan Express

Financial Software · 11-50 Employees

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Overview

Phone Number

(609) 987-5000

Revenue

<$5 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
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ZI Rank
1
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About ExecPlan Express

ExecPlan Express is a fully integrated financial planning software system for professional planners. It enables the creation of comprehensive plans that analyze an individual's personal finance over the entire life expectancy in any level of detail you desire. Within minutes you will be able to print a variety of professionally formatted reports supported with customized charts, graphs and schedules. This software is based on our leading financial planning software system used by financial planners for over 30 year. It embodies our years of experience and the insight from our thousands of clients on what is essential in such a software package. ExecPlan Express provides one of the most extensive, powerful and flexible software platform commercially available.. A needs based financial planning software designed to allow personalized year by year cash flow and investment planning for presentations the way the client wants, not the way a retirement planning software says it has to be. ToRead more
ExecPlan Express's Social MediaPopular SearchesExecPlan ExpressSawhney Systems IncSIC Code 73,737NAICS Code 51,513Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ExecPlan Express

<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
2002
Mark Kinney, Chief Executive Officer, Moore Financial Strategies at Moore Financial Strategies
Mark KinneyCEO, Moore Financial Strategies
<$5M
1-10
Private
-
1989
JB
John BurnettVice President
<$5M
1-10
Private
-
1990
KM
Kathryn MorleyOperations Associate
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2007
CK
Carolyn KlingerManager, Human Resources
<$5M
11-50
Private
-
2005
AJ
Aaron JohnsonClient Relationship Manager
Illustration of an envelope

Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

ExecPlan Express is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

ExecPlan Express is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about ExecPlan Express.

ExecPlan Express Tech Stack

A closer look at the technologies used by ExecPlan Express

Top Financial Software Companies

Frequently Asked Questions Regarding ExecPlan Express

What is ExecPlan Express's official website?
ExecPlan Express's official website is www.execplanexpress.com
What is ExecPlan Express's Revenue?
ExecPlan Express's revenue is <$5 Million
What is ExecPlan Express's SIC code?
ExecPlan Express's SIC: 73,737
What is ExecPlan Express's NAICS code?
ExecPlan Express's NAICS: 51,513
How many employees does ExecPlan Express have?
ExecPlan Express has 11-50 employees
What industry does ExecPlan Express belong to?
ExecPlan Express is in the industry of: Financial Software, Software
What is ExecPlan Express competition?
ExecPlan Express top competitors include: Legacy Planning Alliance, Court Place Advisors, Meridian Wealth Advisors, Family Office Services
What technology does ExecPlan Express use?
Some of the popular technologies that ExecPlan Express uses are: Google Universal Analytics, Google Tag Manager, ASP.NET, Google Global Site Tag
How do I contact ExecPlan Express?
ExecPlan Express contact info: Phone number: (609) 987-5000 Website: www.execplanexpress.com
What does ExecPlan Express do?

ExecPlan Express is a fully integrated financial planning software system for professional planners. It enables the creation of comprehensive plans that analyze an individual's personal finance over the entire life expectancy in any level of detail you desire. Within minutes you will be able to print a variety of professionally formatted reports su... pported with customized charts, graphs and schedules. This software is based on our leading financial planning software system used by financial planners for over 30 year. It embodies our years of experience and the insight from our thousands of clients on what is essential in such a software package. ExecPlan Express provides one of the most extensive, powerful and flexible software platform commercially available.. A needs based financial planning software designed to allow personalized year by year cash flow and investment planning for presentations the way the client wants, not the way a retirement planning software says it has to be. To learn more The right solutions start with the right answers, and ExecPlan Express financial planning software incorporates a detailed implementation of income tax laws updated for the 2017-2020 Tax Cuts and Jobs Act (TCJA) for year by year federal and state income tax calculations including the new pass-thru deductions for qualified business, alternative minimum tax (AMT), Self-employment tax, child tax credit, NIIT, FICA, loss limitation rules, itemized deduction limitation rules and more. To learn more ExecPlan Express financial planning software has easy to follow flowcharts and estate tax statements to illustrate various types of wills and estate planning strategies, that provides the extra dimension that you will not find in most affordable financial planning software tools. To learn more A very powerful personal financial planning software, very easy to use. Financial planning software that is a snap to master, yet powerful and flexible. Just an outstanding value.Read More

What are ExecPlan Express social media links?
ExecPlan Express Linkedin page
Is ExecPlan Express a public company?
ExecPlan Express is private company therefore does not currently have an official ticker symbol
See more information about ExecPlan Express

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