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Benefits for the Financial Professional Using
Financial Genome - Pro and Consultant Edition
These two Financial Genome professional financial planning software
editions can help you increase your service efficiency, enhance client engagements, and create new revenue opportunities:
Do your services ...
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Include high-level financial modeling and cash flow forecasting?
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Reach beyond transactional accounting to business consulting?
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Include frequent analytical support, both formal and free-form?
Do you want ...
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To focus on interpretation, rather than writing spreadsheet formulas and checking for errors?
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To quickly reuse and update client data in a reliable, consistent manner?
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To easily customize and present ad hoc analyses on the fly?
Do you need ...
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A consistent, customized tool for your service methodology?
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Sophisticated deliverables and stronger relationships with your clients?
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An advanced, versatile, and reliable financial modeling and planning base?
Then, Financial Genome - Pro or Consultant is Your Solution!
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Generate consistent, customized, and integrated financial projections for your clients!
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Increase the sophistication of your models and analysis
techniques while leveraging your existing Excel spreadsheet skills!
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Use Financial Genome Pro with your QuickBooks®
clients to create custom planning models in minutes!
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Provide the models to your clients in
the form of Excel workbooks for their use, while maintaining control over
the model structure!
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Control your clients' access to and use of your models by providing clients with the Financial Genome!
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Lock in future consulting or service fees for managing and updating your client's Financial Genome models!
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Achieve an increased level of service from a consistent, professional structure!
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Achieve improved efficiency in your work product, with a rapid return on your investment!
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