Manage and Track your Assets:
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 and listened to an actual paying client in person.
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: 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.
Also, using a search engine like this helps too - input with the quotes: This allows the creation of full-blown financial plans with minimal duplication of input, similar user-friendliness, and 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. 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.
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.
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. 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. 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 allocator tools.
Everything is updated monthly for professional money managers and do-it-yourself investors.Infor EAM is the most configurable enterprise-grade asset management software on the market.
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