Attorneys, CPA's and other Wealth Management Professionals are always looking for additional solutions to increase market share and retain clients. Estate Manager Professional is a tool that allows you to add new services to you current estate planning...
Did you know that Personal Inventory Management has become a hot - hot - hot! The first thing that insurance and estate planning professionals will tell you is that you need to have a fully documented inventory of your personal assets - you need...
My Inventory Plus is a Windows-based database that allows you to add photos from computer, digital camera or scanner and securely store them. You can add images of important documents such as wills and insurance policies to be able access them in a single...
My Wellness is designed to be an aid to helping you in managing your daily medical requirements and help you improve your lifestyle through improved wellness. The idea for My Wellness comes from a recognition that everything we do or eat or how we feel...
Personal Time Clock (PTC) is a personal time tracking tool that allows you to clock in and clock out your hours. Keep track of client hours, project hours and more. Ideal for consultants that work remotely and need to invoice by the hour. Allows you to...
