Wealth Planning Resources, Inc.
BSM is a comprehensive, high value financial planning and portfolio monitoring software suite for planners/advisors and DIY investors.
100% management funded to date, BSM is a developed, cloud-computing product already launched in its Phase I market -- private label financial planning and portfolio monitoring software for an array of product/service providers. (The first licensee is signed with a $300k annual revenue target.) BSM delivers the most comprehensive, integrated functions while dramatically altering the competitive landscape through its unparalleled economic value.