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.
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