Financial Advisors
- The Wealth Plan system will help you implement the Modern
Portfolio Theory and impress
your clients and prospects while
reducing your workload!
- Match portfolios with client risk tolerance using asset allocation and enjoy automatic
conversion of recommendations to trade tickets.
- Provide visibility on retirement options and financial security through
retirement years.
- Demonstrate the importance of adequate and timely estate planning.
- Produce an attractive wealth plan booklet to review with clients and give
for their records.
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Golf Club Pro's
- Step up to the leading
tournament scorecard and management program! Only $150 per year.
- Provide dotted golf cards customized to the event format which players like
to use.
- These cards minimize scoring errors.
- All aspects of setting up club events are addressed (format, tees, pairing,
start assignment, etc.).
- Produce starting rosters, cart signs, bag tags, pigeon sheets and scoreboard
sheets.
- Entering gross hole scores gives card auditing, prize allocation, projectable
results and skins winners.
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