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Customize this Financial Planning Tool

Built to meet your unique company identity


Our customization services separate us even further from our competition.

Add your:

  • benefit plan
  • company name and logo
  • company colors
  • company graphics

We can also integrate your software into ours and create custom promotional material.

We deliver cost effective, thorough customizations in a timely manner. We have never missed a deadline for delivering a customization.

We dedicate a programmer to your project until completion. This ensures accurate communication and understanding of your wishes. And we won't overwhelm you with technical issues.

Our representatives know how to communicate effectively with people with all levels of technical expertise. Of course, you have full access to the project and we will give you as many technical details as you would like!

Graphics can be changed to match your company's graphics.

This can just be a new splash screen, or a complete change in the look of the program. The depth of change is up to you!

We have reputable graphics sources we can use to create custom graphics, and we are more than happy to work with any team you may wish to use. Most often, clients find they have existing graphics that will fit the bill.

We can also integrate other software into ours, or vice versa.

You may have complicated calculators that you would like integrated. Or perhaps you would like to bundle our software with other packages. We have handled extremely challenging scenarios in the past, and we are ready to creatively accommodate your needs.

We can create custom promotional material geared for your company.

Custom material helps boost participation and ensures a successful project. Let our experts create your campaign!

Feel free to contact us for answers to any questions regarding customizations.

 

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