Not exact matches
Financial planning
software, or even simple Excel spreadsheets, can be used to determine if the client has
enough money saved for retirement, or if the client has
enough life insurance coverage, if the client's portfolio is well diversified and appropriately allocated given their risk tolerance and timeline to retirement.
According to
financial management app provider, Credit Karma, of the first 25,000 early birds who've already submitted their tax returns via its
software, only 0.4 % of them reported cryptocurrency gains or losses big
enough to interest the men and women of the Internal Revenue Service.
It's as simple to use as just logging in and viewing daily betting system picks, and versatile
enough to put any «
financial trading»
software to shame.