Financial Software Price List.
New Financial Planner Starter Kit. Financial Planning Software S upport. Financial Planner Software Updates. Questions about Personal Finance Software?
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Pay To Get Investments Report or Send E-mail to support toolsformoney. Free Downloads and Money Tools are listed below. Free Sample Comprehensive Financial Plans. Free k Calculators. Free Family Money Calculators. Free Real Estate Calculators. Free College Saving Calculators. Free Business Owner Calculators Free: Please visit our What's New page where I provide updates, have added a new price list and release new information as it become available. After months of effort, I have been able to recreate most of the software previously available on this site.
The new direction for the company is to offer not just the Model Portfolios, Asset Management and Retirement Income Strategies to Do-It-Yourselfers and Advisors alike, but to make the software available once again. One challenge facing u s was how to edit this site and its massive content. That process will take some time. In the meantime, I am available to answer questions and provide feedback by email at support toolsformoney.
I invite you to explore this site and its content. There is a massive amount of Real World information contained in these pages. Many of our customers find answers and gain insight into their own situations simply by reading the pages here. Michael had always shared his experience willingly and I will do everything I can to allow his words of wisdom to continue on. Please do not order or pay for anything on this site without FIRST contacting me directly at support toolsformoney.
Please visit Pay To Get Investments Report What's New page where I will provide updates, a new price list and new information as it become available. First learn about the financial services industry.
Consumers and Investors can also use this information to "Do It Themselves" AKA DIYso they won't have to go through all of the above, while saving all of the time, work, risk, and money financial advisors charge.
So it's best to think about the financial jobs you need done and explore the information here, then contact an advisor for clarrification and assistance where needed. There are also links to free software and information skattered throught-out the site.
Links to much of those are in the left hand column of this page. Professional financial planners and investment managers working with individual clients: This site offers a large part of the software your financial planning practice needs. These money tools were created by folks that actually live and work in your world, not by folks living in an academic ivory tower that have never met link listened to an actual paying client in person.
We've personally made financial plans and managed money for thousands of people in the Real World, so we know what you want, need, and we feel all of your ever-changing daily frustrations. See samples of what you'd get by downloading the free sample financial plan. The point of selling these financial tools, is for you to run financial plan and investment reports for your prospects and clients.
Consumers and do-it-yourself investors: Do it all yourself, and make better financial plans than you'd get by hiring a sophisticated and expensive financial planner. Also you can create your own custom investment portfolios, for a fraction of the cost. There are detailed instructions for all financial planning software, so anyone with basic Microsoft Excel experience can use them.
Because the financial software is Excel-based, you can use its built-in Goal Seek function to perform all What-if scenarios that all other financial plan software can do, plus much more. If the site is hard to navigate, then you're probably trying to find a page meant for another audience.
If so, then it's easiest to use the site map.
You can also press Control-F on any page, and then input the text you're interested in e. Also, using a search engine like this helps too - input with the quotes: What's New and Coming Next? Brief Financial Planning Software Descriptions. This allows the creation of full-blown financial plans with minimal duplication of input, similar user-friendliness, link complete control of most everything, including draw-downs, what-ifs, and printing reports.
The IFP excels in functionality, power, control, flexibility, accuracy, logic, transparency, reports, and asset draw-down analysis calculators. Created to restore sanity, accurate numbers, and truth in financial goals planning.
RWR is very powerful, flexible, and accurate retirement planning software. Create a retirement plan with the power to simulate any Real World scenario. It's the same as doing a "mini-financial plan" because it will take college expenses, unequal cash flows, and everything that happens in the Real World into account. This retirement savings software is for projecting detailed goals, incomes, expenses, and investment values before and after retirement, to estimate when your money may run out.
It works great using the "bucket approach" to set up asset accounts according to how they pay out, so you can deplete one investment bucket before tapping another e. This is Pay To Get Investments Report cost-saving solution if you're frustrated with other vendors' lack of functionality, detail, flexibility, power, control, accuracy, and forecasting ability. With RWR, you'll have total control of every dollar in every year, all of the variables, how everything flows, and printing reports.
Dual RWR is the professional version, and has the most extensive draw-down analysis function available. RP is a basic and inexpensive retirement planning calculator that lets you quickly and easily run retirement projections.
Even though RP is simple, it's still capable of performing adequate retirement projections and analyses. SRP is a scaled-down version of RP. A comprehensive retirement calculator for forecasting k, b, and similar captive retirement plan accounts in great detail. This will help you understand many "financial myths" that have been propagating erroneously for decades.
Then you'll learn the basics of how to manage your own money. If you're new to the financial businesses, or are thinking about getting in, this investment e-book could literally save your life. Learn what these businesses are really all about, from an insider's point of view, so you can make informed decisions about your career and financial future.
Learn how the industry is organized, motivated, and how to navigate it to help make it work in your favor.
Comprehensive Asset Allocation Software: Investment software for do-it-yourself investors and financial advisors working with high-net worth clients. It treats all of one's investments in one pie, like they should be in the Real World; so you can control, evaluate, discuss, and implement the http://cocktail24.info/blog/essays-on-forgiveness-and-forget.php scenario without leaving anything out.
Get total control over asset allocation and every dollar, and printing instead of being locked into what a software company thinks you should do. Calculate the usual portfolio statistics, like correlation coefficients between two investments, Beta, Alpha JensenR-squared, Treynor Ratio, and Sharpe Ratios. Turnkey money management system for small investors that will help take you from nothing to making trades with mutual fund ticker symbols, just by following the directions.
Build and maintain your own long-term, low transaction, easy to understand, reduced risk, well-diversified and allocated investment portfolio that matches your investment risk-tolerance. This is a basic marketing must if you practice asset allocation, use portfolio models, or want to start.
Everything is updated monthly. These are the actual recommended mutual funds selected for 22 asset classes used with the above-mentioned asset Pay To Get Investments Report tools. Everything is updated monthly for professional money managers and do-it-yourself investors. Read enlightening text and get free helpful advice and tips on mutual funds, picking mutual funds, and mutual fund screening. An "uncensored" how-to money e-book Pay To Get Investments Report enlighten you about the mysteries of the financial services, financial planning, estate planning, insurance, banking, and investment industries.
Investment Portfolio Benchmarking Software: Now anyone with data can perform their own detailed investment portfolio benchmarking analysis. Financial Planning Fact Finders: These are not for consumers. Just edit, print, and give to clients or prospects, and it comes back filled out so you can know them well, and then manually input their data into financial plan software.
If your clients are computer literate, then they can follow simple directions and you can get them back and forth via e-mail. You can edit them any way you want to fit your practice. They are refined continually to qualify, and get all of the important Plan Resturant Business For needed for basic to advanced financial planning and investment management, and also for input into the highest level of any comprehensive financial planning software.
They're also great for staying out of trouble and keeping BD compliance people happy, because you'll have what they told you they wanted - their life's goals, suitability and risk tolerance all covered, printed, and on record in their files.
Not for consumers, but a must-have for any investment portfolio manager working with individual clients. Forget fancy-shmancy, hard-to-use, full of bugs and meaningless details, and way too expensive IPS tools. All you need to do is edit this Word document template, save, and print. It covers most everything other sophisticated programs produce for individual clients, for a fraction of the cost.
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Basic Financial Planning Marketing Tools: Not for consumers, but these are something every professional in the Fee-Based investment management business should have.
This page lists what you'll need, has some freebies, and offers some inexpensive tools to help get your initial marketing binder up to speed. It contains a script that suggests what to Pay To Get Investments Report for some slides. You can make any changes you want to it. Use it as a starting point to help build your own custom marketing seminars, so you can say what you want and not be stuck with canned expensive presentations you can't customize.