About Us
In 1989 we started to market our financial planning software to other professionals. Prior to that we had for many years manufactured our own financial planning software as a source of last resort. Personal financial planning was a rather new profession so there were not a lot of firms that supplied software to this industry. We had been unhappy with the products on the market so we decided to create our own. As other financial planning firms heard about what we were able to do for our clients they asked if they could purchase a copy of some of our programs. Thus our software business was born. We have grown considerably and now have satisfied customers all over the world. But most are in the USA or Canada.

Our Experience
Our software was created by experienced financial planning professionals and has been used extensively in their practice for many years. Other professionals have been using our software across the continent for years. We pride ourselves on being able to provide inexpensive software that is quick and easy for the professional to use and even easier for the client to understand the reports.

Toll Free: 1-800-694-9996
Outside Canada / USA: 613-863-9513
43 Java Street, Ottawa, ON, K1Y 3L2, Canada
General Information: plan@money-software.com

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