Home » Forefield, Inc. »

FMA Advisor

by Forefield, Inc.

Is this the right software for you?

FMA Advisor™ is a web-based application that guides financial advisors to easily and consistently deliver high-quality advice during every client contact. FMA Advisor offers a powerful client interaction and presentation solution built on a wealth of knowledge across the spectrum of personal financial planning domains. Instant access to legal-approved, regulatory-compliant information including:

  • Personal Finance
  • Business Owner
  • Education Planning
  • Estate Planning
  • Government Benefits
  • Investment Planning
  • Protection Planning
  • Retirement Planning
  • Special Situations
  • and Tax Planning

Multiple search options. Advisors can search by life event, by financial goals or using the free text search optioning using key words.

Fully XML-based. FMA Advisor is written in XML (Extensible Markup Language), which is designed for maximum flexibility.

Related Products

The following software product lines are also offered by Forefield, Inc.:

Free Buyer's Guide Make a better decision and save time with our Buyer's Guide

Ready to find the right software?

Let us do it for you, for FREE!

5 Reasons To Let Us Find Your Software:

  1. Our service is FREE
  2. It's fast so you save time
  3. We narrow a list of 2,000+ software options to 5 or less
  4. We only choose companies that match your requirements
  5. We give you a FREE BUYER's GUIDE

Ready? Click here to start your FREE Software Search!

Live Chat
  • System Requirements

    Desktop

    • Web-based

    Server

    • Hosted as a service
  • Industries

    FMA Advisor is made for businesses in the following industries:

    • Accounting/Legal/Professional
    • Finance & Insurance
  • Product Demo

    If you want a product demo of FMA Advisor, you need to speak with an authorized Forefield, Inc. provider. We can help with that. Fill out our Software Search form.

  • Product Training

    If you want training for FMA Advisor, you need to speak with an authorized Forefield, Inc. provider. We can help with that. Fill out our Software Search form.

  • Product Support

    If you want support for FMA Advisor, you need to speak with an authorized Forefield, Inc. provider. We can help with that. Fill out our Software Search form.

Testimonial