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Global Financial Software - Feature Financial Planning Software:

Manage Your Money ™ Financial Software

A Comprehensive Financial Needs Analysis

Our flagship product, Manage Your Money™ is a comprehensive financial planning platform with the end-user in mind. Focused directly on the consumer, Manage Your Money™ offers Canadian, American, European and Caribbean investors a simple to use but comprehensive financial planning process.

Software Features:

• A fifteen (15) step financial planning platform.
• Have the ability to View your personalized report at any time during the input process.
• Pre-populated input screens and sample reports have been included for your convenience.
• Each section has built in Tutorials and a 'Context-Sensitive' Help feature.
• You will also have access to our on-board Reference Library, Glossary, Tools and Forms.
• Our enhanced programming prevents the user from frustrating data re-entry as the software pre-fills your data as required.
• Software links directly to five (5) areas of our company's website and many independent investment related and Government websites.

Manage Your Money™ Software Sections:

• Personal Data
• Family Data
• Goals & Objectives
• Cash Flow Analysis
• Net Worth Analysis
• Retirement Planning
• Risk Analysis
• Employment Details
• Life Insurance
• Income Replacement
• Debt Reduction
• Charitable Bequests
• Insurance Analysis
• Income Analysis
• Estate Tax Analysis