FAStech is a partnership of leading software providers who license software to independent financial advisors, and who also provide FREE access to their software for students. Together, the FAStech partners provide a fully-integrated, end-to-end financial planning platform that meets or exceeds the capabilities of the software programs used by most financial advising firms.


Most educational institutions would like to provide state-of-the-art software for their students, but resources are always limited. That’s why the FAStech partners are committed to helping our industry and the next generation of financial advisors.



Texas Tech University has used most of the FAStech programs in their financial planning department for the past few years. They have extensive experience incorporating the programs into their curriculum, and would be happy to discuss their experiences with you. If you have questions, contact:


Barry S. Mulholland, MBA, CFP®, ChFC®


The benefits to your university or continuing education program are tremendous. In aggregate, each student will have access to over $10,000 worth of software. FAStech doesn't require grants or the logistics and funding needed to set up and maintaining computer labs.  Whether you include each program in your financial planning curriculum, or simply provide the students with access to the programs, they will benefit. You’ll give your students the opportunity to become proficient users of  a state-of-the-art, integrated financial planning software platform.

For more information about FAStech, contact:


Will Gilfillan

FAStech Coordinator

O: 1.800.743.6938 ext 109


Getting Started

We’ve made it easy for you to implement FAStech, and simple for your students to access the programs. For most of the programs, students simply create a login, and they’re on their way.  Click on the logo below to learn more about each program.

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