Tools

Be more efficient, every day.

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Coming Soon!

Excel Email Writer

Write repetitive emails with a single click. Respond to repeat requests with consistent answers. Integrates directly with Outlook, handles file attachments and multiple recipients easily.

Excel, Outlook

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Coming Soon!

Custom-Built Solution

We will work directly with you or your team to design and deliver a workflow simplification tool. Repeated tasks consume valuable time. Reach out today to engineer your workflow!

Microsoft Office & 365 Suite

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Available now!

Portfolio Rebalance

Simple Portfolio Rebalancing. Manage your investment portfolio with ease. Rebalance holdings at any time with direct, specific actions to achieve your desired allocation with a single click!

Excel

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Coming Soon!

HELOC Planner

Traditional mortgages are not for everyone. Compare an existing mortgage to a first position HELOC and see the power of simple interest while planning an active retirement.

Excel