Welcome to Integrate2000 by Planware, Inc. This web site was developed to support our current users, and to introduce Integrate2000 to prospective users.

Integrate2000 is Excel based financial planning software. It is designed and maintained by practicing fee-only financial planners for use by the professional financial planner. We believe that it is the most comprehensive and analytically-rich financial planning software on the market today. Despite being Excel-based, Integrate2000 is user-friendly, menu-driven, and client files can be easily migrated from year to year. Typically we update the software for tax law changes and add user enhancements once per year.

We attempt to manage our company, PlanWare, Inc., and the users of Integrate2000 as a community of members. We encourage participation that contributes to enhancing the software tool and improving the planner's skill and experience as a professional advisor. Members may share customizations, query each other with questions, participate in relevant polls, and download training and other useful documents via an intranet site. The company invites participation on an Executive Committee that sets programming priorities. Excess dues above what is needed for programming, operations, and reserves are credited to registered members. We make our financial operations transparent, providing members with our annual financial statements. Training sessions are organized to be responsive to members needs.

We do not spend member funds on marketing. Our growth comes from enthusiastic users who tell their colleagues about Integrate2000. We support this effort with a Refer-A-Friend program (see sidebar), where members receive a credit for up to 10% of next year's dues for each new user they refer. We encourage you to test drive Integrate2000. Even if it is not right for you, we welcome your thoughts and ask that you to tell a friend about us.