Last version published: 12/04/2021 07:18
Publication number: ELQ-30739-15
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Financial Management System Model
Fully fledged financial management package for private investors and small financial service businesses.
Domenico Cristarella offers you this Best Practice for free!
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Comprehensive all-in-one tool to handle all sorts of financial management needs, from setting a budget and controlling daily spending to reconciling account balances, from recording different types of investments to calculating actual returns and monitoring net worth and profitability over time. Supporting wealth management and redefinition of investment strategies.
Ideally suited for:
• provate investors who handle their own investments or want to keep a tight control on how their money is being managed;
• Financial Advisors, Money Managers, Accountants, Controllers;
• Finance students or anyone who wants to improve on their financial knowledge through practice.
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