Wealth Master

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the complete wealth management package
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Wealth Master started as an in-house application to handle Leiton's property purchases, but due to massive demand we have developed it into a total wealth handling application available for commercial sale.

The program is tailored to handle investment properties and share portfolios. It can store details on properties that you have viewed, all the relevant details about these such as Location Details, Market Information, Interior Features, Exterior Features, Property Agents, and the surrounding areas. After the purchase of an investment property, you can then access more details for the property such as Agent Details, Financial Details, Loan Terms, Insurance and Rental Information, Inspection Details and Tenant Complaints, as well as Property Maintenance and Expenses. The system is also set up so that you can include pictures of your property (in a GIF or JPG format).

There is a large contact list where you can store details on Banks involved, property valuers, insurers, real estate agents, developers, solicitors and just about anybody else involved in the process. There is now also a section to handle stock purchases and options trading. You can keep a history of all your stock movements and options trading contract information. Everything from contract dates, opening prices, loss exit points to closing details and expiry dates. You can also keep a detailed account of your share portfolio. The system stores details on Return on Equity, EBIT, P/E Ratios, Gearing Ratios and DPS, as well as showing you the changes over a period of time. The system also can download details on your stocks daily from the quote.yahoo.com.au, and a history of these can be stored.