Software Listing: Financial Planning

Discounted Cash Flows, Borrowing, Business Profitability, Financial Planning, Investing, Bonds, Cost of Capital, Options, Valuation and more in this powerful financial toolbox!!!

Financial Advisor for Excel has 73 financial calculators that will simplify basic financial calculations, saving you time and effort. These calculators can work for all sorts of different evaluations for cash flows, loans, investments, future values, rates of return, financial analyses and personal finances. You only need to enter the data as required and the calculators automatically give you the results.
Our calculators have a professionally impressive design, are flexible with sensitivity tables and offer charts and help notes to make them easy to use and understand.

  • Platform: Win2000, Windows Server, WinOther

The top rated J and L Financial Planner is a financial planning software program that allows you to create financial scenarios based on financial events through out your life. It makes your financial planning easy. You create the scenario based on your current financial status and future financial events. The J and L Financial Planner executes your scenario and displays the effects on your net worth through out a selected time span. Two of the main features of the program is the addition of a Monte Carlo Analysis, a Historical Return Analysis, and a Rule 72t calculator. The output is displayed in a text format that shows the yearly effects on up to 50 accounts, including investment, tax free, retirement, asset and equity accounts.

  • Platform: Win2000, WinOther

EFM: plan / actual analysis is a simple tool designed for financial planning and business management of an enterprise on the basis of approved budgets which will help user not only to perform comparison of obtained results with planned values but also to analyze causes of deviations occurred. Active tasks: - budgets preparation; - comparing results with the planned values; - analysis of the deviations..

  • Platform: WinOther

A PHP application, built on the XAMPP server platform, which will handle personal-finance record-keeping and budgeting in keeping with the system and principles taught by financial planning expert and radio personality Dave Ramsey.
Rubysteps Financial Planning Software License - Other License.

  • Platform: WinOther

phpMoney is a financial planning tool developed in PHP
phpMoney - Financial Planning Tool License - PHP License.

  • Platform: WinOther

Are you looking for an effective program to help you control spending and get out of debt? Proper management and planning of personal finance is key to control debt. Budgeting your expenses are essential but if your budget does not become a plan your efforts will fail. The best way to gain control of your finances is to plan future expenses against income. The idea is simple but putting it into practice or a plan is difficult. COMPUTEK FINANCIAL PLANNING CALENDAR will help you to: - Organize your finances and plan for the future. - Supports world currencies - Import Google Calendar to display on Planning Calendar.

  • Platform: Win7 x32, Win7 x64, WinOther, WinVista, WinVista x64

The FINANCIAL PLANNING & ASSET MGT Mobile Application makes it easy for you to connect with MADDEN ADVISORY SERVICES, INC and monitor your accounts anytime, anywhere.

With this app, you can:

- Read the latest news from MADDEN ADVISORY SERVICES, INC

- Quickly access important contact details to email, visit, or call your advisor

- View account data for Schwab brokerage accounts managed by MADDEN ADVISORY SERVICES, INC

Download the app today to stay connected with MADDEN ADVISORY SERVICES, INC and your investments.

System availability and response times are subject to market conditions and mobile connection limitations.

  • Platform: Android 2.x, Android 3.x, Android 4.4, Android 4.x

Comprehensive personal financial planning app for individuals and families

PlanMode provides you with a quick and easy way to prepare a financial profile and project it for lifetime. It can transform a normal profile into a retirement scenario or adverse scenarios including death or disability of either spouse. Dynamically updating financial summary including a lifetime liquid capital status bar helps you analyze the bottom line impact of each data item.

A complete set of financial statements are available for each profile. It provides you with a comprehensive analysis of retirement and other scenarios for lifetime capital needs and the amounts available for their fulfillment.

  • Platform: Android 1.x, Android 2.x, Android 3.x, Android 4.4, Android 4.x

The top rated J and L Financial Planner is tool that allows you to create simple or complex financial scenarios based on financial events through out your life. You create the scenario based on your current financial status and future financial events. The J and L Financial Planner executes your scenario and displays the effects on your net worth through out a selected time span..

  • Platform: WinOther

A set of financial planning tools to aid you in making those important financial decisions like loans, mortgages, refinancing, credit card debt payoff as well as other easy to use tools..

  • Platform: WinOther

The top rated J and L Retirement Planner is a retirement planning software program that allows you to create simple or complex retirement scenarios based on financial events through out your life. It makes your retirement planning easy. You create the scenario based on your current financial status and future financial events. The J and L Retirement Planner executes your scenario and displays the effects on your net worth through out a selected time span. The output is displayed in a text format that shows the yearly effects on up to 50 accounts, including investment, tax free, retirement, asset and equity accounts.

  • Platform: Win2000, WinOther

BrainDistrict LifeAssets is a comprehensive personal financial planning software that can help you plan your financial future up to and through retirement. After answering a few basic questions about your current financial picture, including income, expenses, retirement income, and assets such as property and stocks. LifeAssets maps your long term finances on a unique timeline interface giving you instant visibility into your financial future.

With easy to use but advanced forecasting tools, you can quickly see the effects of changing interest rates, currency fluctuations, the forecasted values of assets, even inflation.

  • Platform: Windows 7, WinOther, WinVista

Financial planning made easy with ROI (Return On Investment)/Mortgage/Pension/Loan calculators. Following calculators are currently available:
* Calculate annual percent return on investment (ROI) or yield achieved, if periodic investment amount, and final amount is given
* Calculate Equated Monthly Installment (EMI) for a loan with tenure in given number of months
* Calculate how much pension you can get if you invest given amount.
* Calculate how much your periodic investment will be worth in given number of months or years
* Calculate monthly income if a given amount in invested as fixed deposit.

  • Platform: Android, WinMobile

The J&L Financial Toolset is a mobile version of J&L Software LLC desktop version.
It is set of financial planning tools to aid you in making those important financial decisions like mortgages, refinancing, credit card debt payoff as well as other easy to use tools.
The Toolset contains the following tools:
-- Mortgage Calculator
The Mortgage Calculator calculates the monthly payment of your mortgage loan.
-- Mortgage Refinancing Analysis
The Refinance Calculator calculates the number of months it will take to make up the cost of the new loan an its lower monthly payment.

  • Platform: Windows Phone, WinMobile

JSF Financial, LLC To provide our clients with the most comprehensive and responsive financial planning, insurance, and investment management services available.

To approach our clients with integrity, candor, and expertise and to be regarded as a trusted and indispensable advisor.

To be recognized as true professionals at the top of our field, providing such value to our clients that they serve as our most important source of new business through referrals to their friends, family, and own clients.

To develop innovative and flexible solutions for our client’s unique problems, and to care for the human element of our client’s financial lives.

  • Platform: Android 2.x, Android 3.x, Android 4.4, Android 4.x

Split-Up Financial Planning Software for Divorce. Software includes the Split-Up Child Support Guideline Calculators (CA, FL, MA, NY, PA), the Split-Up Divorce Calculators, the Split-Up Divorce Financial Advisor, Split-Up Arrears Calculator and the Split-Up Pension Calculator..

  • Platform: WinOther

Do your financial planning now! Tax Brackets Calculator 2005 shows tax brackets for federal income tax years 2000-2005, calculates you federal tax given your taxable income and estimates average tax rate based on your filing status: single, married filing jointly, married filing separately or head of the household. Simple to use, this handy tool provides quick tax help to individuals and CPAs in the USA..

  • Platform: Win2000, Windows Server, WinOther

Small Business Finance provides a framework and specific applications for financial planning and controlling in a small business environment. The extensible system is based on "practices" that users can add and extend.
Small Business Finance License - GNU General Public License (GPL).

  • Publisher: Sbf
  • Date:
  • Platform: WinOther

This application is from Tan Kin Lian's library of tips to improve your life. Tips consists of topics such as financial planning, insurance, investments and values in life. Do look out for more topics..

  • Platform: Windows Phone, WinMobile

Securitor*s Facts & Figures provides a single reference point for all current tax, superannuation, retirement and social security rates and thresholds that are relevant for financial planning strategies. It contains the information that financial planners may need quick access to on a daily basis to assist their clients.

  • Platform: Windows Phone, WinMobile

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