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Financial Consulting Offices Management

Runs the financial consulting office: the client's financial profile and risk tolerance, financial plans, portfolio reviews, engagements, time and invoices.

From $ 1 a month

Try it now in your browser Start the free month

No sign-up and no download: the real program with sample data. See prices

What the program does

  • Working screens: Client, Proposal, Engagement, Deliverable, Meeting, Work task, Time entry, Financial profile, Risk assessment, Financial plan, Portfolio review, Invoice and more.
  • Home page alerts: Active engagements, Proposals awaiting reply, Deliverables due, Engagements past 80% of their hours, Plans to review, Tasks due.
  • Reports: Proposals by status, Engagements by service, Hours by staff, Hours by engagement, Unbilled work in progress by age (days), Unbilled hours by engagement.
  • Printing: Print invoice.
  • Roles with their own permissions: Office owner, Partner, Consultant, Analyst, Billing, Manager.

Common to every Bawabetna program

  • Your records stay encrypted on your own devices
  • Works without internet
  • 16 languages, printing and backups
  • Import from your previous software
  • Clients control their own consent

Screens of this program

Real screens of the program with sample data. Every name and number shown is fictional.

Try it now in your browserUser guide (PDF)

A list in the program
A list in the program
The program's overview page
The program's overview page

Free Excel template

A free Excel file for this profession: one sheet for each main list of the program, with the same columns, in your language. Copy it, change it and use it as you like.

Download the Excel template

Packages

Packages and prices

Fair prices that follow the size of your work. Examples below; calculate your exact price for your number of users, devices and branches. Calculate my price

Prices for: Change country

Starter

For a professional working alone on one computer.

One internal user · One device · One branch

$1

per month

  • One internal user
  • One device
  • One branch
  • Encrypted vault on your own devices
  • Updates and support included
Adjust to my needs
Most chosen

Active

For a small office or clinic with a small team.

3 internal users · 3 devices · One branch

$5

per month

  • 3 internal users
  • 3 devices
  • One branch
  • Encrypted vault on your own devices
  • Updates and support included
Adjust to my needs

Growth

For a growing business with two branches and a larger team.

8 internal users · 8 devices · 2 branches

$17

per month

  • 8 internal users
  • 8 devices
  • 2 branches
  • Encrypted vault on your own devices
  • Updates and support included
Adjust to my needs

Institution

For institutions with several branches.

25 internal users · 25 devices · 5 branches

$57

per month

  • 25 internal users
  • 25 devices
  • 5 branches
  • Encrypted vault on your own devices
  • Updates and support included
Adjust to my needs

Fair pricing: Individual professional starts from $1 a month for one user, one device and one branch. Each extra user adds $1, each extra device $1 and each extra branch $2. Prices in US dollars, before taxes.

Start with your practice

Install it on your Windows computer and use it free for the first month, with all features. Your data stays on your device.

Start the free month Get it from the Microsoft Store Read the guide

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