Jazer 300

Jazer 300 for Financial Advisors & Counselors

Jazer 300 Details

Jazer 300 is our professional personal finance management program designed to provide a single-source financial analysis and management tool-set to consolidate, analyze, manage, plan, review, and report client financial information.

Easy to use: Although Jazer 300 provides a great deal of capability, it is designed in a building-block format with an intuitive flow. A sample data file is included and the User Manual walks through each area using the sample data. Calculations are automated, and data entered once is populated to other sections. The program also includes green and blue font indicators for additional help and information. The flow and interaction of the various segments streamline information update and analysis, and ensure accuracy across the various sections.

Secure: Jazer 300 is a secure, stand-alone program that does not utilize the internet to send or retrieve information. It does not attach itself to bank or investment accounts, or pass personal data and passwords across the internet. The data files are encoded, controlled and stored by you, and can be password protected for additional security.

Accurate: All of the calculations used in Jazer 300 have been control-tested and verified using certified bank and financial calculators, and utilize bankers rounding at the 7th or 9th decimal as required for accuracy.

Versatile: There are provisions within the program for additional client-specific information that is retained within the encrypted client data file. Custom Client Reports can be generated with a custom footer and formatting, and each of the segments of the program can be printed individually to enhance client meetings or as groups in a client report format.

Comprehensive: A Fact Finding Worksheet is provided that is aligned with the program flow to facilitate client information gathering and ease of data entry. The worksheet can be edited or customized with your company information.

Fully supported: By phone or email, our support team is in-house and available for technical or programmatic support.

Jazer 300 includes the capabilities below and more.

Screen Captures

Professional Licensing

As a convenience, Jazer 300 purchases include licensing to install the software on up to five (5) computer systems. Companies needing a single license or requiring additional installations should contact Jazer Solutions, LLC for specific pricing. After the initial purchase price, the annual license renewal fee of just $29.00 provides continued technical and programmatic support as well as access to any updates and upgrades to the software that are released.

Jazer 300 is designed to operate on personal computers and systems running Windows XP, 7, 8, 10 or more recent operating systems. The memory and CPU requirements are far below industry standards, and Jazer products are installed through a USB port.

Program Segment Summaries:

The Budget Analysis window captures weekly, monthly, and yearly income and expenses, determines disposable income, and provides for status, analysis, and planning.

Budget Suggestions is a comprehensive listing of budget items that can be reviewed with clients or provided to clients to ensure comprehensive information is being considered.

The Balance Sheet is a snap-shot of the financial situation using Liquid and Non-Liquid Assets, and both Short and Long-term debt. It provides sub-totals, totals, and calculates the actual net worth and recommended net worth values.

The Debt Elimination tool enables debt reduction planning and tracking, as well as forecasting the results of various payment and interest rate scenarios to determine the optimum payment method for reducing and eliminating debt.

The Mortgage Analysis tool provides detailed mortgage data including an amortization schedule and a means to track mortgage status and highlight changes and benefits realized through pre-paid principal.

There are four Loan Tracking and forecasting windows that provide loan schedules including a column for over-payments. In addition, Loan Tracking #3 & #4 handle 26 payments per year.

Finance Manager captures financial details, and is used to analyze changing information. This data is also used by other sections for display and calculations. In some cases, the information in other segments is dependent upon the accuracy of the information in this section.

The Performance Tracking tool enables quarterly investment return analysis with over-all portfolio as well as individual investment performance calculations. There is a provision for including net additions and withdrawals to ensure accurate performance analysis.

The Portfolio Details segment is used to capture category and segment investment details to form the current and desired Asset Allocation picture. This enables balanced portfolio analysis and planning, benchmark return comparisons, and provides insight into actual investment composition and returns.

Asset Allocation uses the combined investment data to determine allocations for planning and balancing, and calculates the investment direction needed to achieve the desired levels. It also provides for proposed or desired allocations to enable asset allocation planning, strategies, and tracking.

Investment Forecast calculates future values based on current balances and anticipated rates of return. The starting values, and expected return percentage can be modified for planning and analysis.

Primary Portfolio is used to track current or potential investments for analysis and cost comparison.

Benchmark Portfolio is a duplication of Primary Portfolio to provide a means to track potential investments or to build a benchmark portfolio for planning or return comparisons.

Retirement Planning provides planning and analysis functions for determining retirement expenses, income, savings needed at retirement, and the savings needed to achieve financial goals. It includes a forecasting capability, optional inflation factor, current savings, anticipated savings growth, and years-to-retirement values to provide the most accurate information.

Retirement Expenses provides a simple solution to listing, categorizing, and totaling monthly and annual retirement expenses. These values are then used on the Retirement Planning sheet above.

The Savings Longevity section determines the length of time that planned or actual savings will last given a selected starting balance, expected interest rate, and an annual withdrawal amount either in dollars or as a percentage. The entire schedule is displayed for analysis and review.

The Economic Value & Survivorship window calculates earning potential and survivor needs, including an option to apply an inflation factor, salary increases, and other variables.

The Utilities Section provides Advanced Calculators, Display and Print Options, Tax Journals, a Calendar for convenience, and a Client Notepad that is retained in the encrypted file.

Help menu items include the User Manual which is provided with the software in electronic form.


Email us for additional product information.
Jazer Solutions

Jazer Solutions - (609) 975-8192
email: info@jazersolutions.com