BNA and Scivantage out with planning tech for CPAs

FWR Staff

16 June 2009

Makers say most CPAs dissatisfied with financial-planning tools now in use. BNA Software and Financial Guidance have released BNA Wealth Manager, a financial-planning system for CPAs that combines interactivity with the ability to view client data broadly or with respect to particular aspects of a client's financial plan and capabilities around providing effective wealth planning for high-net-worth clients in a format that goes along with the way accountants tend to work. About 60% of accountants offer some level of wealth management services but their satisfaction with the available Scivantage allows us to leverage a proven wealth-management product with our expertise in serving accounting firms, thereby enabling them to compete in the rapidly growing CPA wealth-management market," says Sonderegger. "BNA Wealth Manager complements the intense analysis that can be done using the BNA Income Tax Planner and BNA Estate & Gift Tax Planner products to fulfill the need for a complete suite of cost-effective planning tools practitioners can use to better serve their clients."

BNA Software is a division of the Arlington, Va.-based news and information publisher BNA.

The Financial Guidance business unit of Jersey City, N.J.-based Scivantage provides financial-planning and wealth-management technologies to financial advisors. -FWR

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