How Can We Help You?
Tells us who you are…
Are you a Financial Institution with hundreds to tens of thousands of users or an Advanced Planner. Either way, our Cloud Software will be a good fit. We’ve run hundreds of thousands of reports on the cloud (we use AWS as the cloud provider) for our institutional clients and our single users.
Our Products
Simply to the Nth DegreeTM explains the philosophy behind our software. The concept is the delivery of software that encompasses nearly limitless possibilities while maintaining a high degree of readability
Company History
It started with a couple of questions. Should I take a Lump Sum and 5 or 10 year average or rollover my pension? And do I elect grandfathering on the excise tax at a @PV of $112,500 indexed or a @PV at an annual $150,000?