PlanMagic Finance Pro

PlanMagic Finance Pro

PlanMagic Finance Pro stands out as a leading software solution for business, financial, marketing, and media planning in 2023 and 2024. It adheres to GAAP standards, supports any currency, and integrates a Smart Entry System™ to minimize data entry. Users benefit from intuitive tooltips and extensive guides, making financial analysis accessible without accounting expertise.

Top PlanMagic Finance Pro Alternatives

1

View CRM

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2

SatuitCRM

Acquired by Tier1 Financial Solutions in 2021, this Financial CRM Software excels in delivering tailored solutions for Buy-Side asset management, hedge funds, wealth management, private equity, and real estate markets.

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CapitalBase com

CapitalBase offers a robust CRM solution tailored for wealth management, streamlining customer interactions and enhancing compliance workflows.

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Apex 72

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AdvisorEngine CRM

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MCA Track

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AdvisorEngine

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LeadCenter.AI

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CoreTrac

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SeedRM

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Intapp DealCloud

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MortgageHalo

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MeridianLink Engage

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Centrex Software

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NMI Merchant Relationship Management

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Top PlanMagic Finance Pro Features

  • Business plan automation
  • Financial projections adherence
  • Multi-currency support
  • Sales tax compliance
  • Smart Entry System (SES)™
  • Extensive user guide included
  • Tooltips for easy navigation
  • Detailed financial analysis reports
  • User-friendly interface for non-accountants
  • Comprehensive business planning coverage
  • Integration with MS Office tools
  • Customizable financial templates
  • Real-time data updating
  • Industry-specific planning modules
  • Advanced edition options available
  • Cloud storage for data security
  • Historical financial data tracking
  • Scenario analysis capabilities
  • Compliance with GAAP standards
  • Professional-grade financial modeling.
Top PlanMagic Finance Pro Alternatives
  • View CRM
  • SatuitCRM
  • CapitalBase com
  • Apex 72
  • AdvisorEngine CRM
  • MCA Track
  • AdvisorEngine
  • LeadCenter.AI
  • CoreTrac
  • SeedRM
  • Intapp DealCloud
  • MortgageHalo
  • MeridianLink Engage
  • Centrex Software
  • NMI Merchant Relationship Management
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