| Asset Distribution Demo | Program Directions |
 Site Information Confused? It Makes Sense If You Start at the Home Page Pricing and How to Buy Asset Allocation Software Are at the Bottom Discounts for Financial Planners and Money Managers
Buy Asset Allocation
Software Now Questions About Asset Allocation? Call (800) 658-1824 or Send E-mail About Getting Investment Software Approved by Broker Dealers and FINRA Financial Plan Software Support About Portfolio Management Software About Using Monte Carlo with Investment Software Testimonials from Financial Planning Software Customers Buy Asset Allocation Software Now
Free Downloads and Money Tools Free Sample Comprehensive Financial Plan Free Downloads, Investing Tips, and Tutorials
Financial
Plan Module Demos The World's Best Free Retirement Calculator Other Free Retirement Calculators Our Free Financial Calculators |
There's little value for individual investors in having this, so it's mostly for professionals working with very small investment accounts. These asset allocation tools are just clever Excel spreadsheets to show what portfolios look like currently, and what you want them to look like after your recommendations. It's a great "quick and dirty" way to do something of value for people who aren't paying much for the advice. This is a quick and easy way to do a Current vs. Proposed asset allocation mix, without having a calculated guideline mix as a reference to shoot for. In other words, there is no calculation tool for determining a recommended allocation mix based on any client life factor. It uses as many asset classes as you want (it comes with 22). It logically lists assets according to what asset class they are in, and then makes a pie chart to show what the total weightings are. just like Morningstar, and most all investment software, it does not produce a recommendation as to how much of various asset classes to hold. It makes no recommendations. You're totally winging it as you go. But if you're using good asset classes and/or the recommended mutual funds, it's still a whole lot better than the vast majority of what's going on in the business, or winging it yourself based on what's being touted in the financial press. It comes with the current month's mutual fund picks, and you can subscribe to get them updated monthly. Nothing is protected so you can change anything you want to. Investment fact finding is not needed, because it doesn't use any of the client's life factors to calculate anything. There are Nine Versions of this Money Management Software: ° No current - one account. Used when the client brings all cash, and it's all going into one account (and it doesn't matter if it's personal or qualified). The current portfolio would be all cash, so there's no point in showing a current snapshot. You're just showing what the proposed asset allocation mix would look like that you'd recommend. ° Current and proposed - one account. Used when the client brings one account, with securities in it already. You're showing the current asset allocation and the proposed asset allocation (what you're recommending). ° Current and proposed - Personal and Qualified: Two, three, four, five, six, and seven accounts. Used when the client brings more than one account containing securities already, so you're showing current and proposed asset allocation mixes for the accounts individually, and then combined. To download the non-functional demo, right click on the link below, then choose "Save (Target) As..." to save to a folder on your hard drive. Then open it with MS Excel. Sometimes the WPP's server doesn't work well with weird browsers, or it just may not work if it's not configured right. Plus you won't be able to print well from your browser. Please send e-mail if you have any problems, and it will be sent to you. Answers to frequently asked demo questions, and instructions on how to use the demos. Stockbrokers: These asset allocation tools work great using individual securities to fund the asset classes. Life Insurance Agents: These asset allocation tools work great using sub-accounts to fund the asset classes. Everyone Else: This asset allocation software works great using any, and unlike all other asset allocation software, all investments you like using: Closed-end mutual funds, open-end mutual funds, ETFs, index funds, bank investments (CDs and interest bearing accounts), real estate, stocks, bond, subaccounts, 401(k) investment options, stock options, non-publicly traded securities, etc. Financial professionals don't need a FINRA Series 7 license to manage money using these asset allocation models. A Series 6 is all that's required. Why our software is better, and the pros and cons of inputting data manually vs. having software that will go online to access client holdings.Why aren't you taking advantage of this? Send e-mail and if you have an interesting reason, then you may get a freebie.
|
Product Information Menu of Retirement Planning Software
Building Custom Investment Benchmark Portfolios Coaching for Financial Planners Asset Allocation for 401(k) / 403(b) and Similar Retirement Plans |