For Financial Professionals

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:

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.  
Add liabilities to your review process such as payables, various types of loans and mortgages, credit cards, taxes payable, and others.
Enter additional information under the notes to the financial statement.
Provide income, expenses, personal information, and much more.
Define a report title, using one of several common titles provided with the program or by specifying your own custom title.
Add a customized footer to your report, using one of the standard footers provided, or by creating your own.
Select which report sections you want to include in your printout each time you print.
Give 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!
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?