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FinTools XL

FinTools XL is an extensive library of functions for the financial professional. It integrates seamlessly with Excel as an “Add-In” to deliver advanced analytical functionality in a flexible and user-friendly package.



FAS123 Toolkit

The FAS123 Toolkit is an easy-to-use software toolkit that provides custom functions, templates and "wizards" for compliance with FAS 123R and SEC regulations.

Option Tracker

Option Tracker™ is designed to streamline Employee Stock Option (ESO) and Restricted Stock (RS) administration, valuation and financial reporting.



FinCalc

FinCalc provides a user-friendly graphical interface around our function library. The options, exotics, bonds and volatility calculators can be used for rapid "what-if" analysis as well as superb educational aids.

The Total Package

When you purchase our products you not only get excellent tools based on decades of our collective experience in the financial industry but also the support and guidance to get the most out of the tools and give you confidence in your results. And that is a powerful combination.

"Your technical services manager went out of his way to help me solve a problem. He worked extremely efficiently. Customer service like that is hard to find."

P.B., Portfolio Manager
BBT Investments