ImagiSOFT, Inc.

PO BOX 13208, 87192, Albuquerque
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4.90
Based on 20 Reviews

5

95.00%

4

0.00%

3

5.00%

2

0.00%

1

0.00%
About ImagiSOFT, Inc.

Since 1982 ImagiSOFT has developed software to help the financial services industry sell its products faster, in greater quantity, and with greater efficiency.

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Tim Harlow
GB

Required Minimum Distribution Tool This is an excellent little piece of software. I use in extensively in my practice, and it has become indispensable. We have a number of clients who need to take RMD's and many who have inherited IRA's where the RMD calculation is more difficult. The software is quite accurate, easy to use, and the printout really helps my clients to understand what needs to be distributed to them and why. It is a great tool!

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Marc
GB

Output report needs a fresh look Given today's tech possibilities, I'd like to see reports that have a bit more visual crispness.

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Larry Starr
GB

RMD Software the absolute BEST! We have used ImagiSOFT's RMD software for very many years. It is simple, straightforward, and easily understood by our clients. We do many hundreds of RMD calculations every year and have several tools available to us to use, but we prefer to pay ImagiSOFT's annual fee (which is extremely reasonable) rather than use those other tools included in our very expensive software suites. Frankly, if you do any number of RMD calculations, this is the tool you absolutely owe it to yourself to try. You will not be disappointed.

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Raphael
GB

outstanding software always a pleasure to use this report to prospective new clients.

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Annalee Leonard
GB

Stretch IRA illustration Any adviser who cares about their client should be ready to show them how the 8th wonder of the world-"time and compounding" can work for their heirs. This is a wonderful tool, easy to use and so easy to explain to the client. Thanks for a great job. Annalee Leonard

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