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Financial Planning Software

What are your recommendations on Financial Planning software to consider? Which ones should we avoid?

We've already looked at Adaptive Solutions and like what we see but are wondering what other options are out there.

Note we are a small organization. Use $12M in revenues as a guide.


David Levy
Title: CFO
Company: NAMI

Check out Vena Solutions. It's an Excel based software platform, easy to to implement and use because it uses software that everyone is already familiar with. We implemented it this year and the adoption has gone very well. We're about the same size as your company.

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