ProTracker Advantage® is a comprehensive, client-centered contact and practice management system specifically created by and for financial advisors. The intuitive navigation, central calendaring, email archiving capability, built-in document management and interfaces with portfolio management and financial planning software, are features designed to increase productivity and profitability in busy professional offices.

WealthTrace provides web-based retirement planning software for financial advisors that is the most client-interactive in the industry. Advisors can vector assumptions, such as inflation and total returns, through time, changing them to any value in any year. The software also allows advisors to run multiple scenarios at one time and view the results in front of them, not buried in pages of reports. Move assumptions up and down using our user-friendly sliders and watch the charts and outputs change in real time. Both advisors and their clients love the interactivity, ease of use, and thorough on-screen explanations of what is happening. Perhaps best of all, the cost can be as much as half of other retirement planning applications that do not have the flexibility and interactivity of WealthTrace. For more information visit www.mywealthtrace.com.

NetDocuments is a (SaaS) company and their vision is to leverage Web and the SaaS delivery model to offer the world's most efficient document service, including the management and collaboration of work in process documents and emails, document images, and documents as records. NetDocuments is used in legal, real estate, financial services, health services and a variety of other businesses who wish to have organization and universal access for their documents. It is also used by SMB and enterprise companies. The common need of NetDocuments' customers is to manage all document work and have all documents disaster recoverable at any time for any reason. Click here to see their site.

FPA's individual members include financial planners, many of whom hold the CFP certification or are pursuing CFP certification. Other individual members include practitioners such as accountants, attorneys, bankers, charitable giving specialists, insurance agents, stockbrokers, money managers, investment consultants, broker-dealer and corporate executives, and others who champion the financial planning process. Visit www.fpala.org for more information.

Trumpet is a leading provider of document management and document assembly solutions for the financial planning community. Since 1999, the Trumpet team has partnered with financial advisory firms to deploy a suite of robust software packages to improve the workflow efficiencies within practices throughout the country. Whether you are a new firm hesitant of the technology choices facing your firm, or a well-established firm looking to take advantage of new technology, Trumpet has the experience to help you make the right decisions.  For more information visit www.trumpetinc.com.