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Providers
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Home > Providers > Advisor > Modules > Consumer Finances
Consumer Finances Module
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.
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| The Account Register Window |
Key Features:
- Set and review budget information for each consumer on a month-by-month basis.
- Define an unlimited number of account registers, including categories, sub-categories, and transfers.
- Reconcile accounts easily and completely.
- Report on Income & Expenses, with or without budget numbers included.
- Generate Cash Flow reports and complete "Cost-to-Live" forms from data in the program.
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