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Easy to navigate data entry for Baseline Data and Alternative Plans. |
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Year by year detail of savings, portfolio balance, and cash flow. |
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The ability to create multiple Alternative Plans for a client, starting from the client’s Baseline Data. |
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Simultaneous display of Baseline Data and multiple Alternative Plans. |
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The option to create your own unique model portfolios, to which you can compare a client’s current investments. |
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Up-to-date Social Security and IRS tax calculations. |
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A direct link from Harvest-Time.net to PReP Center data collected from your own web site. (PReP Center software is now included free with each Harvest-Time.net subscription.) |
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A direct link from Harvest-Time.net to Express Estate Plans, allowing you to assist your clients in acquiring high quality, low cost, professionally prepared estate plans. |
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Reports in Adobe PDF Format for ease in printing and emailing to clients. |
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A back-up procedure for archiving client data or moving client data between computers. |
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Access to regularly scheduled webinars for prospective users, new users, or experienced users of the software, presented by a Financial Planner with 10 years of experience with Harvest-Time.net. |
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A powerful new tool which our technical support team can use (after receiving permission) that allows them to see and troubleshoot a problem in real time on the Financial Planner’s computer. |
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A direct link from Harvest-Time.net to a secure web site on which to enter credit card renewals of your software. |
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