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Monday, January 30, 2006

Top Financial Planning Toolkits and Software



1) Complete Personal Financial Planner [MS-Excel Based]
(Purchase - $39.95)
http://www.simpleplanning.com/CompletePlanner.html

1a) Online Personal Budget Planner
http://www.simpleplanning.com/Download/Budget%20Planner%20Demo.xls

2) Financial Profiles Planning Software
Industry leading needs-based, wealth management and analysis tools. Solutions for fee or commission-based advisors serving high-net worth or mass affluent markets. Free downloads.
www.profiles.com

3) Online Financial Planning Software
Keep this year's resolution to get a budget and manage your finances. Use our new system to stick to your financial plan and control of your money for the new year. Free trial.
Tax Pros Partner
www.mvelopes.com

4) Clarity - Financial Planning Software
Web-based, integrated OLAP financial planning software for budgeting, forecasting, consolidations and reporting including advanced collaborative features, dashboards and balanced scorecards.
www.claritysystems.com

5) OutlookSoft Financial Planning Software
OutlookSoft provides Microsoft-based business performance management software for real-time, unified planning, budgeting, forecasting, reporting, analysis, scorecards & dashboards. Demo.
www.outlooksoft.com

6) Money Minders Software For Professionals
A set of 151 Excel templates for every financial concept. Far more than just planning software. Accurate and easy for you to use with reports that clients can understand. Free demo.
www.money-software.com

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