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Financial Genome was developed in collaboration with Dr. Erich Helfert.  Definitions of financial terms and the financial statement descriptions incorporated in the Financial Genome software, its Windows-style help system, and the Guide to Using Financial Genome were adapted with permission from Techniques of Financial Analysis.

In addition, the financial system incorporated in the software reflects the "business system" approach discussed extensively by Dr. Helfert in his book. The 11th edition of the book provides examples which can be analyzed using Financial Genome.

  Books

Techniques of Financial Analysis - A Guide to Value Creation, 11th ed. ("TFA") 

Through ten editions and 500,000 copies, Dr. Erich Helfert's seminal Techniques of Financial Analysis has since 1963 provided business students, financial practitioners, and business executives with a concise, practical and up-to-date view of key financial analysis tools. What sets this classic text apart, and continues to distinguish it today, is its focus on the continuous relationship between sound management decisions and the economic value of a business, explained in a unique and powerful cash flow systems context.

Financial Analysis: Tools and Techniques - A Guide for Managers ("FATT") 

Financial Analysis Tools and Techniques adapts Dr. Helfert's seminal reference to today's fast-changing professional market and establishes a new benchmark for direct, concise, and practical financial analysis information and interpretation. Specifically addressing key analytical needs in the tumultuous twenty-first-century business environment, it comments on valuable business applications of the tools and concepts with insights from Dr. Erich Helfert and his consulting clients.

  Templates

Interactive Templates 

Modernsoft, Inc. designed the Interactive Templates workbook to provide readers of Techniques of Financial Analysis, 11th ed. and Financial Analysis: Tools and Techniques by Dr. Erich A. Helfert with a set of eleven interactive displays representing the key exhibits of the book. They reflect the central concept of the integrated business system around which both books are structured, and allow the user to observe the impact of changes in investing, operating and financing assumptions. The templates are both learning devices as well as practical tools for professional use, in areas such as break-even analysis, present value analysis, business valuation, sustainable growth analysis, and high-level financial planning. They also enhance the user's understanding of Modernsoft's advanced Financial Genome software, which is structured around the same business system context.