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Add value to your service by providing clients with
an easy-to-read and comprehensive Personal Financial Statement.
Analyzing the liabilities of your clients is as important
as knowing and analyzing their assets. Net Worth Express provides
the software to do both. Quickly calculate their net worth
by knowing both their assets and liabilities. Increase your
productivity by using this simple-to-use and easy-to-learn
software. Net Worth Express software, either the HOME or PRO
Edition, is packed full of features that allow you to quickly
generate a Statement of Financial Condition for individual
clients. Some of the important features and benefits
of Net Worth Express for Financial Professionals are:
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The ability to record
and review the client's assets such as receivables, CDs and
money market funds, stocks and bonds, IRAs, 401(k) plans, deferred
compensation plans, stock option plans, annuities, life insurance,
closely-held businesses, real estate, personal property, and
more. |
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Add liabilities to your review
process such as payables, various types of loans and mortgages,
credit cards, taxes payable, and others. |
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Enter additional information
under the notes to the financial statement. |
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Provide income, expenses, personal
information, and much more. |
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Define a report title, using
one of several common titles provided with the program or by
specifying your own custom title. |
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Add a customized footer to your
report, using one of the standard footers provided, or by creating
your own. |
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Select which report sections
you want to include in your printout each time you print. |
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your clients an edge so they can better understand their
financial condition - net worth, assets, and liabilities. Calculate
their net income, i.e., income minus expenses. Knowing a client's
present financial condition helps you in planning to achieve
their financial goals. Do it quickly and easily with Net Worth
Express HOME or PRO Edition! |
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| Additional
Information |
| Details
on the comprehensive features of Net Worth Express PRO Edition |
| Is
Net Worth Express compatible with my computer? |
| How
do I order Net Worth Express? |
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