Trust Investments
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Portfolio Performance Monitoring v.3.0
The Portfolio Performance Monitoring template enables the ongoing monitoring and periodic valuation of a portfolio of financial investments. The model enables the entering of investment transactions during a reporting period to calculate performance.
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TurboTax Premier v.14.0.7.17
TurboTax Premier was designed to easily guide you step by step through your taxes to make sure you're making the most of your investments and rental property deductions, the calculations are 100% accurate, and you're getting the biggest tax refund possible.
TaxLien Pro v.1 70
From there, you will always be able to locate and track all your information on your tax lien investments.
You will also know how your portfolio is doing at any given time since the accrued interest and yield is automatically computed.
Tax Lien Certificate Tracker v.1.0
Portfolio Tracker™ software is designed for the individual tax lien and deed investor who needs an easy-to-use system to record and track tax lien and deed investments. Easily record vital information for each tax lien certificate or tax deed such as ...
ESBFinCalc Pro v.1.2.0
ESBFinCalc Pro is a Financial Calculator that aims to provide a sophisticated yet easy to use tool to perform Financial Calculations including Simple Interest, Compound Interest, Investments, Loans, Annuities, Depreciation, Coupon Dates and other features.
The Director's Assistant - Millennium v.1 2
The Director's Assistant - Millennium Edition features:
- Sales Contract Management
- Forms Management
- Customer Account Maintenance
- Event Planning
- Decedent Management
- Trust Management
- Management Tools
...
SprinN Standard eng v.2 7
SprinN, the best prediction tool based on Artificial Intelligence techniques (Artificial Neural Networks), gives you accurate open, hold and close recommendations for your investments in the Capital Markets. Both long and short operations are ...
SprinN Lite eng v.2 7
SprinN, the best prediction tool based on Artificial Intelligence techniques (Artificial Neural Networks), gives you accurate open, hold and close recommendations for your investments in the Capital Markets. Both long and short operations are ...
Amateur Invest 2008C v.1.0
- Keep your investments private!
Manage all your personal finances in one program.
Features include:
- Portfolio/Investment Manager
- Securities: stocks, bonds, mutual funds
- Free current prices via the internet
- ...
SigFig Portfolio v.1.0
SigFig is the best free way to manage the most important part of your personal finances: your investments. Sync with your investment accounts and track all your stocks, funds, 401ks, and IRAs in real-time, in one secure personal finance app. See why people ...
LawTrust v.2.17
LawTrust is a Windows based software program designed to manage trust accounts. It will operate on all Windows based computers as well as Apple computers when used via Parallels or VmWare Fusion software. LawTrust has been in use since 2004. While LawTrust ...
Estate Planning Pro Software v.5
We are pleased to announce the latest release of our Estate Planning Pro Software (formerly known as Estate Planning, Trust and Wills Software). Quickly and easily create professional customized estate planning documents for your clients! (Available in ...
A Personal Finance Manager v.4.3
Organize Income, Expenses, Investments, Bank Accounts, Credit Cards, and Investment Accounts. Check Entry, Print Checks, Reconcile Checkbook, Void Checks.Complete entry for Income and Expenses. Inquiries and Reports for Income and Expenses together and ...
TradeTrakker Deluxe
Powerful financial portfolio management application to monitor and analyze performance of investments. Easily monitor worldwide market indices, multiple portfolios, updated automatically. Configurable ticker display. Wizard option simplifies data input.