For Banking Professionals

Focus more on your customers, not their application, with Net Worth Express. Let this unique financial statement software tool assist your customers in compiling their Personal Financial Statement. Net Worth Express guides users through the necessary steps to create a personal financial statement — then prints a professional, customized report that may include the following:

Statement of Financial Condition  
Notes to the Financial Statement
Detailed asset and liability schedules
Summary of annualized income and expenses
Personal contact and employment information
A standardized representation of accuracy statement
Use the printout when a customer is applying for or maintaining credit with your financial institution and you will not only save your customer time by simplifying your application, you will save yourself time with a standardized and more streamlined process. This means you will have more time to spend on what really matters — building lasting relationships with your customers.
Additional Information
Which edition of Net Worth Express is right for my customers?
Is Net Worth Express compatible with my customer's computer?
How do I order Net Worth Express?