Personal Finance Software
Personal finance software and investment software programs are
excellent tools in enabling financially-savvy individuals bring
their money management to a whole new level. Atlantic Financial
offers investors a variety of free advanced financial planning
software and investment software programs that provide robust data
analysis on their investments and personal finance decisions.
We offer a financial plan that combines the personalized expertise
of a financial professional with state-of-the-art in financial
planning software. Our free personal finance, financial planning,
and investment software offerings are designed to provide strategies
for retirement, education, home ownership and other goals. Using our
service, individuals can see how specific strategies are affected by
financial events such as mortgages, taxes, inflation, and loans.
Financial Planning Software.
Atlantic’s free financial planning software also allows the creation
of viable options in the plan through calculators for mortgages,
refinance analysis, accelerated mortgage payments, inflation,
trade-off analysis, required minimum distributions and credit card
payoffs, among other investment and asset management scenarios. A
retirement planner module will help you develop a savings strategy
to reach your retirement income goals. The retirement planner tool
lists your expenses, assets and investments to project your
financial needs now through the remainder of your career and into
retirement.
Personal Finance Software.
Our free, innovative and easy-to-use personal finance software lets
you see where your money is going. With this tool, you have the
ability to plan your future spending by quickly illustrating if
you'll be able to meet your financial obligations. The software also
offers options track and categorize monthly expenses, then compare
them to your budget.
Investment Software.
We also offer a free investment software that provides a
comprehensive portfolio management and technical analysis system for
individual investors and money managers. The software is designed to
help investors manage their investments in stocks, bonds, options,
cash, other assets, and liabilities. Additionally, it has the
ability to create numerous reports and a variety of technical
analysis charts.
Atlantic Financial helps individual and corporate investors with
financial planning, mutual funds, 401(k) plans, IRAs, rollovers,
stocks, bonds, CDs, portfolios and more. We offer free advice,
quotes and financial research, and combine the financial expertise
of our analysts with state-of-the-art financial planning tools. We
have excellent resources, technology and stability of our partners
to provide our clients with the best of both worlds: the stability
and peace of mind they receive from working with an industry leader,
and the personalized services they expect from a smaller firm.
Financial Planning
Massachusetts Financial Advisor
Consulting Services
IRA Rollovers
