Software Updates

|Software Updates
Software Updates2022-05-18T11:49:02-04:00

Software Update History


Note: Web Applications and Desktop applications are 2 different products.  For Desktop Applications, Log in to the Client Portal and click  ‘Download’ on your dashboard.  For Web Applications, Log in to the Client Portal, and click ‘Launch’ on your dashboard.

Current Version Release Date
Estate & Charitable Planner LIVE (Web Application) 2022.20 05/12/2022 – Updated for Mortality Table 2010CM
Retirement Distributions LIVE (Web Application) 2022.10 02/12/2022 – Updated for IRS Notice 2022-6
Estate Planning Tools (Desktop) 2022.20 05/18/2022 – Updated for Mortality Table 2010CM
Savings Bond Toolkit (Desktop) 2022.10 05/10/2022 – Updated for Redemption Table
Retirement Plan Analyzer (Desktop) 2022.10 03/07/2022 – Updated for IRS Notice 2022-6
PFP Notebook™ (Desktop) 2022.00 02/28/2022
Retirement Distributions Planner (Desktop) 2022.10 02/16/2022 – Updated for IRS Notice 2022-6
Kugler Estate Analyzer ™ (Desktop) 2022.01 02/01/2022
Charitable Financial Planner (Desktop) 2022.00 01/20/2022

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