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ExecPlan has provided professional financial planning software and support services to the financial services industry for over three decades. Its products include ExecPlan, a comprehensive financial and tax planning system for high-end clients; ExecPlan express for professional financial planners; PlanMode for personal financial planning on mobile platforms; TaxMode, an income tax calculator; and Boss, a Social Security benefit optimizer.

LocationPRINCETON, NJ, USFounded1977OwnershipMinority Owned Business, Self Certified Small Disadvantaged Business, Subcontinent Asian American OwnedCapabilities4Facilities1

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Minority Owned Business, Self Certified Small Disadvantaged Business, Subcontinent Asian American Owned

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301 CARNEGIE CTR STE 102, PRINCETON, NJ 08540-6586, US

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Founded
1977

Source: company website

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