From CPA Wealth Provider magazine:

"CPA Wealth Provider is proud to present the fifth annual financial planning awards honoring CPA/financial planning firms, broker/dealers, and financial planning software vendors...The winners are those firms or companies that have taken the lead through innovation, efficiency, initiative, or growth in the financial planning area. The chief editors of Accounting Today, CPA Wealth Provider, and Practical Accountant judged the 60+ nominations received."

"In 2006 the company launched MSO Pro, which gives advisors the power to track and model stock grants for multiple clients with a flexible set of interactive tools. Advisors now can communicate proactively with clients in various ways, including customizable PDF reports and an online portal where they can let selected clients view their grant records (such as stock options, restricted stock, stock appreciation rights, and ESPPs), and use basic calculators and modeling tools."