FINANCIAL PLANNING TECHNOLOGIES

Financial Planning Technologies was formed in 2003 by Sean McQuinn. Sean spent 11 years working at Raymond James Financial, Inc. where he was instrumental in creating numerous software applications for the firms financial advisers. During his time at Raymond James, Sean was responsible for the for the firms Financial Planning Software which entailed the management of Software Support and Development of the tools that were utilized in the areas of Investment Planning, Asset Allocation, Education, Insurance, and Estate Planning. Many of the tools that were developed are still in use by the firms 5000 plus Financial Advisers. Since the forming of Financial Planning Technologies, we have developed many tools that have been used to improve the production of investment proposals, investment policy statements, and asset allocation tools... Financial Planning Technologies, Inc. has been providing the Financial Services Industry with custom software tools since 2003. We work with your firm to..

Also known as: Financial Planning Technologies, Inc.