Software Updates

|Software Updates
Software Updates2021-04-14T12:42:47-04:00

Software Update History


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

Current Version Release Date
Estate & Charitable Planner LIVE (Web Application) 2021.12 04/12/2021 Access via Client Portal
Retirement Distributions LIVE (Web Application) 2021.00 02/25/2021 Access via Client Portal
Retirement Plan Analyzer (Desktop) 2021.00 03/26/2021 Download in Client Portal
Retirement Distributions Planner (Desktop) 2021.00 03/10/2021 Download in Client Portal
Kugler Estate Analyzer ™ (Desktop) 2021.00 02/26/2021 Download in Client Portal
Charitable Financial Planner (Desktop) 2021.00 02/15/2021 Download in Client Portal
Estate Planning Tools (Desktop) 2021.00 12/15/2020 Download in Client Portal
PFP Notebook™ (Desktop) 2021.00 11/12/2020 Download in Client Portal
Savings Bond Toolkit (Desktop) 2021.00 11/09/2020 Download in Client Portal

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