The
Professional Version is used by finance brokers and financial consultants to
help them assess their clients' financial position effortlessly and track their
progress as they climb the financial ladder to more wealth. Its tight
integration with the standard
version enables clients and their consultants to share information that leads to
better decisions about the client's personal finances. If you are not a
certified financial planner then this tool is the closest you can get to
help your clients control their finances and generate wealth without
overstepping your legal boundaries.
The Power Over Money
Professional includes all the features and benefits from the standard version
plus
- Multiple Client Manager
Use this program to create your client database, view the budget associated with any
client and store all relevant information such as their assets, liabilities,
income, expenses, and credit cards.
- Budget Template
You can save budget templates and use those templates
for new clients to reduce data entry time and improve productivity.
- Extra Reports
Applications
-
Start a financial consultancy business.
-
Provide financial advice (accountants, lawyers, and other).
-
Use as a marketing product to attract clients to purchase property or take
up a loan.
-
Effective budgeting and loan reduction tool for home users.
Potential Markets
- Financial
Consultants.
- Finance
Brokers.
- Banks &
Financial Institutions.
- Property
Investors.
- Home Owners.
- Real Estate
Agents/Builders.
- Accountants.
- Lawyers.
