BNA Wealth Manager™, Powered by Scivantage, is a sophisticated financial planning solution, designed especially for accountants, that simplifies the complex financial and estate planning process and helps the practitioner add value to their practice while helping clients achieve their lifetime financial goals.
- Intuitive, easy-to-use interface lets you quickly create and illustrate multiple scenarios
- Flexible planning options allow single-goal analyses or full, comprehensive planning
- Advanced estate and trust planning capabilities address the needs of high and ultra-high net worth clients
- Dynamic onscreen analysis illustrates immediate impact of plan modifications
- Calculations are comprehensive, integrated, and continuously updated via Web updates, ensuring thorough case preparation for your clients
- Compelling, highly visual client reports engage clients and demonstrate key points
- BNA Software’s top-rated technical support offers peace of mind
- Built for CPAs – Unlike other financial planning programs, BNA Wealth Manager is exceptionally user-friendly and minimizes unproductive time lost in learning new software. The program operates in a fashion that is intuitive to CPAs, supporting the comprehensive, detailed analysis you expect, while allowing you to quickly produce highly engaging client presentations.
- BNA Expertise – BNA Software is known for its industry-leading software, including the renowned BNA Income Tax Planner and the five-star rated BNA Estate & Gift Tax Planner. All BNA Software programs provide expert guidance, precise calculations, reliable and timely updates, and the highest level of confidence, professional productivity, and peace of mind.
BNA Wealth Manager lets you easily choose between goal-based or cash flow-based analysis and equips you to handle all types of client life-event planning including:
- Retirement Planning
- Multiple-Level Education Planning
- Insurance and Disability Needs Analysis
- Long-Term Care Analysis
- Gift Planning
- Advanced IRA Distribution Planning including 401(a)(9) and 72(t)
- Estate Planning for Individuals and FLP, LLC, S Corp and C Corp Entities
- Trust Planning, including Grantor Retained, Charitable Remainder, Charitable Lead Trusts, and Intentionally Defective Grantor Trusts and Dynasty Trusts … and more
“… a great addition to our business. It is a pleasure to hand over a plan that actually meets the client’s and CPA’s expectations.”
Matt Schade
Financial Advisor, Penn Mutual
“… easy to use. I can have a client projection ready in 15 minutes. Monitoring a client’s progress toward their long-term goal is simple and visual.”
Joyce Birk, MBA, CPA, CFP
“I have found no financial retirement estate planning software more capable … I would recommend [this software] to any planner who has found it difficult to demonstrate key points to their clients and close the deal!”
Mark W. Petro
Financial Advisor
“We looked at a lot of different software and chose [this program] for ease of use and flexibility. We used it to replace another program we found overly complex and not user friendly. We find [it] easy to use because its logic is intuitive, and it is able to handle a variety of complex situations. We also appreciate that we can go ‘behind the scenes’ and easily follow how it arrived at various calculations.”
Kathleen Bryan
Bank of Hawaii
BNA Software offers world-class customer support, staffed with knowledgeable product and tax experts ready to assist you with your BNA Wealth Manager solution. As a BNA Software customer, you’ll receive free, unlimited, telephone technical support.
In addition, you’ll gain access to free downloadable program updates, frequently asked questions, and other helpful information at Customer Support on BNASoftware.com. Go to BNA Wealth Manager Customer Support »
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