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The Consumer Finances module allows providers to track all of the financial transactions affecting a consumer’s financial picture.  It is like having Quicken or Money available from within Advisor’s familiar and secure application.

 

 

Key Features:

 

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Set and review budget information for each consumer on a month-by-month basis.

 

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Define an unlimited number of account registers, including categories, sub-categories, and transfers.

 

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Reconcile accounts easily and completely.

 

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Report on Income & Expenses, with or without budget numbers included.

 

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Generate Cash Flow reports and complete “Cost-to-Live” forms from data in the program.

 

 

  
 
   

All content copyright Primary Solutions, Inc.             Last Updated 9/18/2007