Can Financial Software make you Smarter?

June 21, 2010 - PRLog -- KendallTodd, Inc. reported over 2,000 new cash and liability plans were created in the last quarter.  A leading provider of tools, content and training for financial institutions, KendallTodd, Inc. has given a new spin and breath of life into a gasping industry as their software gives its’ user a fresh way to view their cash and liabilities.

Released in August of 2009, the Borrow Smart Repay Smart™ software is constantly improving functionality based on requests from the growing fan base of users.  What is so special about this software?  Todd Ballenger, the President and CEO of KendallTodd, Inc. says, “The software has been designed to amplify a financial advisor or lenders value to their clients and referral partners.  In that respect, it literally makes what they do for them so obvious, that clients will pay them for their advice.”  Todd went on to say that, “We do a new release every week to keep pace with our user’s need to balance simplicity, power and accuracy in their daily usage.”  

With many lenders and financial planners looking for new ways to engage their clients, the Borrow Smart Repay Smart™ software offers a solution that supports the existing client, while drawing in new referrals.  By asking simple interview questions, the user can model for a client their current debt structure, various repayments strategies, in a way that creates savings in the tens of thousands for most clients.  Greg Marchand of Marchand Financial Services, Inc., says, “It (the Borrow Smart Analysis) is wonderful.  It is very easy to design a better debt structure for my clients that they can easily understand.”  

With the economy putting a crunch on budgets, homeowners are looking for new ways to stretch their dollars yet save for their family’s future.  How does the software accomplish this task?  Dan Williams of San Diego Lending remarked, “My clients get a financial check up every year.  Being accountable is a major factor in keeping the client engaged and on track to Repay Smart after we make sure they initially Borrow Smart.”  

The software can be downloaded from the KendallTodd website for free.  Users receive 21 days of simple video lessons to better understand and utilize the tools.  After the 21 day trial, users may keep the full version of the software with a small watermark on reports, or purchase an upgraded premium version of this software for $15 per month.  The upgrade also provides full integrated desktop sharing, and additional content that can be created on the fly for each client.  

To learn more about private label and institutional opportunities, contact KendallTodd, Inc. directly at 919.309.9078, or learn more at www.kendalltodd.com.

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KendallTodd Inc,. is a leading provider of tools, training and software to financial advisors and lenders.