Download your FREE Manage Your Money™ Software Demo Click Here

Global Financial Software - Future Releases

1. Art of Wealth Management™

Everything You Want & Need To Know About Wealth Management

This product was designed as an in-depth wealth management resource centre. This product delivers a step-by-step process in understanding the following wealth management topics:

1. Provide For Your Family – Insurance Planning
2. Invest For Your Future – Investing Planning
3. Provide For Your Child’s Education – Education Planning
4. Plan Your Estate – Estate Planning
5. Protect Your Income – Disability/Critical Illness Planning
6. Provide For Your Care - Long Term Care Planning
7. Protect Your Business – Business Insurance Planning
8. Plan Your Retirement – Retirement Planning
9. Protect Your Loved Ones - Will/POA Planning
10. Minimize Your Taxes – Tax Advantaged Planning

To request more information about this products release, click here.

2. KidVest™

Investing For Teens

KidVest™ is a video-animated series on investing for teenagers. We encourage teenagers via educational cartoon movies to understand the A to Z's of:

1. Money
2. Taxation
3. Interest
4. Investing
5. Debt Management
6. Saving for College
7. Starting a Business
8. Insurance
9. Banking
10. the Stock Market.

To request more information about this products release, click here.

3. Retirement Illustrator™

Stand Alone Retirement Planning Software

A stand-alone retirement illustrator, complete with text, charts and graphs. This illustrator goes beyond the conventional retirement planner as it illustrates detailed scenarios for the user. This product also provides the user with a comprehensive list of recommendations in the construction of his/her retirement plan.

To request more information about this products release, click here.