Financial Planning Software 101
To provide clients with the best service possible (and to keep from going crazy), today’s financial advisors need top-rated financial planning software. We discuss key features and top solutions.
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5 Financial Apps to Help Manage Your Taxes
Paper ledgers and ten-key machines are history. So why should we show up to the accountant’s office each year with a shoebox full of receipts? Here are some of the top apps, available for iPhone and Android to help achieve your goals and better manage your taxes. When choosing an app to help manage your taxes, remember that it should be easy to use, save you time and fit your budget!
Money Tree Software Silver
Silver is a financial planning software solution that generates what if scenarios for bankers who work with clients’ financial needs. Users start out by entering all clients’ financial data into the program. Users can then run retirement, student and real estate money management scenarios across a number of different settings and compare each one’s strengths and weaknesses side-by-side.
Money Tree Software TOTAL
TOTAL is a financial planning software solution that can build retirement plans around goals and cash flow. At the start, users can upload client and third party database financial information into the program.
– Money Tree Software Easy Money Power Planner
Money Tree Easy Money Power Planner is a financial planning software solution that works with retirement plans and identifies their weaknesses. While assessing clients, the program can determine each one’s individual needs and calculate all net worth.
eMoney Advisor emX Pro
emX Pro is a financial planning software solution that is designed to work with clients throughout their entire lives. As users enter clients’ financial data into the program, it can create visualizations for cash flow, set financial goals and milestones and generate what if scenarios for potential cash-related problems.
– Money Tree Software Golden Years Cash Flow
Money Tree Software Golden Years Cash Flow is a tax planning software solution that charts out all tax-related expenses accrued during retirement. As retired clients come in for consultation, users can build plans containing information on life events, income sources and expenses. From there, the program can calculate all taxes associated with these plans and run simulations to ensure that clients have enough money going forth.
PIEtech MoneyGuidePro
MoneyGuidePro is a financial planning software solution that bankers can use to forecast their location’s profitability across the year. As customers come in with requests for college, healthcare and retirement planning, the program can start to establish financial milestones and goals for clients.
m-hance m-hancements Bank Reconciliation
m-hancments Bank Reconciliation is a financial management software solution that makes it easy to reconcile bank statements within Microsoft Dynamics. Each time a financial statement comes in, the program can verify all listed transactions by cross-referencing them with Dynamics data.
AgileOne AccelerationSOW
AccelerationSOW is a procurement software solution that controls all resources that go into company projects. The program is compatible with most standard company billing options and provides visibility over all cash flow for open projects.