Anything like Envision?

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Apr 17, 2009 11:09 pm

Is there any planning software out there available to indy's that compare to Wachovia's envision planning software. I've been underwhelmed overlapping software tools. Any other software use the "dot"?

Apr 18, 2009 11:03 pm

Ever tried going right to the source and considering the firm that actually developed the software for Wachovia?



http://www.financeware.com



David Loeper developed the program. Wachovia made you feel that THEY created program, and sold it to you for 60 bps. Bunch of tossers.



Cost is roughly $1,500 per year, depending on what version you use. It's a solid program and if you are used to using Envision, this will be no different.



C

Apr 19, 2009 6:09 pm

Captain - Thanks for the reply, I tried the trial and you're right, there is a lot of overlap...just what I was looking for. Thx.

Apr 19, 2009 10:20 pm

How ironic. Several years back, in my AGE days, I grew so frustrated with the crappy in-house planning software that I subscribed to and paid for Financeware myself, until I was told that I couldn't use it for compliance reasons. Now, it forms the basis of the planning platform used by Wachwards. Go figure.



Just another in the long list of reasons I'm glad to be independent.

Apr 20, 2009 5:48 pm
Morphius:

How ironic. Several years back, in my AGE days, I grew so frustrated with the crappy in-house planning software that I subscribed to and paid for Financeware myself, until I was told that I couldn't use it for compliance reasons. Now, it forms the basis of the planning platform used by Wachwards. Go figure.



Just another in the long list of reasons I'm glad to be independent.





True. So true.