Adviser Matrix 3.2
In the financial advisory business, service is the lifeblood. To provide your clients with outstanding service and astute advice, you have to grapple with massive client information in order to decipher your client's needs and wants so that a comprehensive ...
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Financial Planning Excel Chart Download
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27SmartXLS 1.8
NET component which can write, read, calculate Excel compatible files without the need for Microsoft Excel on either the developer or client machines. It was entirely written in 100% managed C# code. Main Features: - Writen in 100% managed code. ... -
28Lavastorm Analytics Engine, Public
Use it to unify data locked in silos or scattered on desktops and to reduce the time to manipulate data from Excel, CSV, or ASCII files by 90% or more. Data exported from your databases (Oracle, Access and others), data warehouse, operating systems, ...Freeware -
29Excel Personal Financial Statement
The visually organized, print-ready Excel chart this software generates is useful for a variety of financial operations such as wills, loan applications, and personal assessments. Excel 2000 or higher required.$19.99 -
30JL Financial Toolset 1.5.3.0
The J&L Financial Toolset is a mobile version of J&L Software LLC desktop version. It is set of financial planning tools to aid you in making those important financial decisions like mortgages, refinancing, credit card debt payoff as well as ...$1.99 -
31Computek Business Solutions -
Delegate your financial planning to Computek will translate to increased productivity and sales revenue by allowing increased control on labour costs and expenses and, at the same time, reducing your aggravation and frustration by a whole lot more. ...$29.95
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32Desktop Budget Lite 2.1.0.58
You will come to know the real benefits of financial management. Desktop Budget Lite allows you to have one account per project file. In a world where most of us have a negative net worth, managing finances is a key way to reach your financial goals.Freeware -
33ReasonableBasis 2.3
Reasonable Basis is a software developed to guide financial advisers through the advice process and aid them in providing a reasonable basis for their product and strategy recommendations.Reasonable Basis automates and optimises financial planning strategy ... -
34FinancePro Varies with device
FinancePro is a powerful , feature rich comprehensive Financial calculator. It is a financial calculator,it is a business calculator, a personal finance calculator, math calculator and contains a mind boggling number of calculations. And it covers it ...$2.99 -
35CFP Exam Prep 1.5
Upward Mobility's Certified Financial Planner exam prep app for Android is perfect to help you prepare for the challenging CFP exam. Your satisfaction is important to us and we have a no questions asked refund policy for all our Android apps. We encourage ...$8.99 -
36Rylstim Budget 4.5.1.6377
With the calendar accounting, you can easily see your financial state for the current month, review your last month's expenses and, most importantly, properly plan your upcoming income and expenses. The software includes all necessary money management ...$24.95
Buy -
37Spryka Desktop Budget 2.1.0.58
Desktop Budget makes it easy to track financial investment portfolios. Customized Report generation is one of the most effective features offered by Desktop Budget as it gives a visual representation of all account statuses. So start managing your ...$24.95
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38Rylstim Budget Lite 4.5.1.6376
With the calendar accounting, you can easily see your financial state for the current month, review your last month's expenses and, most importantly, properly plan your upcoming income and expenses. The software includes all necessary money management ...Freeware -
39Purple Parrot Budget Manager 2.3
In addition to providing a method of organizing and tracking financial activity, the program will save you time by performing functions such as printing your checks and simplifying the process of balancing your checkbook.$20.00 -
40TaxTools 2012 12.0
-Handy financial calculators, including Mutual Fund Average Cost Basis and several Loan and Investment modules. -Flowcharts allow you to answer a series of questions to determine filing status, inherited IRA options, whether the taxpayer falls under ...$189.00 -
41Retirement Savings Planner 2008.2
"It is one of the most helpful, and easy to use, pieces of retirement planning software I've seen. Thanks." R. Gibson Retirement Planner makes planning easy by combining all of your retirement assets, savings, and variables into one ... -
42HandWallet 4.1
- Families The need to save and to wisely manage the financial aspects of a family is more important today than it ever was. It becomes clear that financial planning of the average family is complex and is not substantially different from the management ... -
43Plansoft Rates 1.0
It includes: - Personal Tax Rates - Family Assistance Office Payments - Centrelink Payments - Dept of Veteran Affairs Payments - Superannuation Rates - Property Stamp Duty - Glossary of Financial TermsFreeware -
44Budget Worksheet 1.3.01
Financial planning has never been easier than it is with Budget Worksheet. This easy to use tool is essential to your financial health. Download a free trial version of Envelope Printer that you can use indefinitely! Published by Dataware.$19.95
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45eiDesktop 2.1.531
Using a set of 18 macroeconomic and financial variables (like the unemployment rate and consumer price index), assets are easily compared for historical and current data, measuring "economic risk" -- risk to investments arising from economic ...Freeware -
46Office Timeline 2013 Free Edition
Office Timeline was created for over-worked professionals who need to deliver stunning executive presentations and project reviews quickly. It is built right into Microsoft PowerPoint so it is familiar and easy to create, highly- customizable, and ...Freeware -
47Money Calendar 5.1.1608.801
With the calendar accounting, you can easily see your financial state for the current month, review your last month's expenses and, most importantly, properly plan your upcoming income and expenses. The software includes all necessary money management ...$29.95
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48NestEgg Estimator 2.0
Great for financial planning, retirement planning or just to see: can I afford it. You can do all of this and more: - View year by year financial simulation of your income, expenses, assets, taxes, and debt - View financial lifetime chart of your ...$1.99 -
49Money Calendar Lite 5.0.0.6917
With the calendar accounting, you can easily see your financial state for the current month, review your last month's expenses and, most importantly, properly plan your upcoming income and expenses. The software includes all necessary money management ...Freeware -
50Mortgage Prelude 2.6.5.000
This easy-to-use program will save you countless time and hassle by determining how much of a loan you are qualified for BEFORE you ever have to fill out a loan application. It uses the guidelines set forth by the Federal National Mortgage Association ...$9.95
Buy