Comments for Realyze http://www.realyze.ca/blog Just another WordPress weblog Thu, 03 Jun 2010 21:48:06 +0000 http://wordpress.org/?v=2.9.2 hourly 1 Comment on From Salesperson to Advisor – Make the Jump by admin http://www.realyze.ca/blog/?p=28&cpage=1#comment-11 admin Thu, 03 Jun 2010 21:48:06 +0000 http://www.realyze.ca/blog/?p=28#comment-11 You're welcome. You have a great blog! Let me know if you would be interested in reviewing Realyze Complete - our real estate analysis software. We'd be happy to send you a subscription to Version 1 free of charge. chadgarrod@realyzetools.com You’re welcome. You have a great blog!

Let me know if you would be interested in reviewing Realyze Complete – our real estate analysis software. We’d be happy to send you a subscription to Version 1 free of charge. chadgarrod@realyzetools.com

]]> Comment on Investors Group…meet Realyze by Jeffrey Newhouse MTax, CA, CFP http://www.realyze.ca/blog/?p=23&cpage=1#comment-3 Jeffrey Newhouse MTax, CA, CFP Thu, 27 May 2010 18:48:18 +0000 http://www.realyze.ca/blog/?p=23#comment-3 Now that Realyze is live, we have begun using it for our client engagements. As a boutique tax and estate planning CA firm we have a number of clients who own a second property; be it an investment property or cottage property. As a proactive advisory firm we want to ensure we are in a position to answer our client’s questions regarding real estate assets. What makes this software unique is that it can answer a multitude of questions under differing scenarios. Prior to the creation of Realyze we would spend considerable time modeling each property, or scenario through Excel. Realyze now allows us to provide valuable advice to our clients, with a fraction of the time spent. This time savings is then passed on to our clients through reduced fees. No matter what type of professional designation your hold, if you are advising clients on financial instruments, taxation, personal finances, estate planning, etc., you cannot ignore their real estate assets. Realyze provides an easy-to-use tool to develop the financial models to properly advise on this class of asset. Earn you clients respect and trust by being proactive and answering their real estate questions before your competition does. Now that Realyze is live, we have begun using it for our client engagements. As a boutique tax and estate planning CA firm we have a number of clients who own a second property; be it an investment property or cottage property. As a proactive advisory firm we want to ensure we are in a position to answer our client’s questions regarding real estate assets.

What makes this software unique is that it can answer a multitude of questions under differing scenarios. Prior to the creation of Realyze we would spend considerable time modeling each property, or scenario through Excel. Realyze now allows us to provide valuable advice to our clients, with a fraction of the time spent. This time savings is then passed on to our clients through reduced fees.

No matter what type of professional designation your hold, if you are advising clients on financial instruments, taxation, personal finances, estate planning, etc., you cannot ignore their real estate assets. Realyze provides an easy-to-use tool to develop the financial models to properly advise on this class of asset.

Earn you clients respect and trust by being proactive and answering their real estate questions before your competition does.

]]> Comment on The Holistic Advisor Decade by admin http://www.realyze.ca/blog/?p=10&cpage=1#comment-2 admin Tue, 18 May 2010 15:54:45 +0000 http://www.realyze.ca/blog/?p=10#comment-2 Let us know what you think of this prediction? Let us know what you think of this prediction?

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