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FMA KnowledgeTrust

by Forefield, Inc.

Is this the right software for you?

FMA KnowledgeTrust™ features award-winning financial planning content and knowledge solutions to enhance institution's on-line initiatives in the financial planning arena. FMA KnowledgeTrust turns a wealth of on-line content into personalized financial planning knowledge through the use of life-stage profiling, life-event planning, and interactive tools. Best-in-class domain coverage includes general financial planning, 529 plans, stock options, insurance, and more.

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  • System Requirements

    Desktop

    • Web-based

    Server

    • Microsoft Windows Server
    • Hosted as a service
  • Industries

    FMA KnowledgeTrust is made for businesses in the following industries:

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

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

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