Software Updates

|Software Updates
Software Updates2022-01-24T18:28:38-05:00

Software Update History


Note: Web Applications and Desktop applications are 2 different products.

Current Version Release Date
Estate & Charitable Planner LIVE (Web Application) 2022.01 01/08/2022 Access via Client Portal
Retirement Distributions LIVE (Web Application) 2022.00 12/31/2021 Access via Client Portal
Kugler Estate Analyzer ™ (Desktop) 2022.00 01/24/2022 Download in Client Portal
Charitable Financial Planner (Desktop) 2022.00 01/20/2022 Download in Client Portal
Retirement Distributions Planner (Desktop) 2022.01 01/17/2022 Download in Client Portal
Estate Planning Tools (Desktop) 2022.01 01/12/2022 Download in Client Portal
Retirement Plan Analyzer (Desktop) 2022.00 01/10/2022 Download in Client Portal
Savings Bond Toolkit (Desktop) 2022.00 11/15/2021 Download in Client Portal
PFP Notebook™ (Desktop) 2021.00 11/12/2020 Download in Client Portal

If your version number is different than what is listed above, e-mail: support@brentmark.com