Benchmark Portfolios

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Bundled Deals for Financial Professionals

$799 ($1,213 if you bought everything separately, 34% discount)

$889 ($1,398 if you bought everything separately, 36% discount)

$959 ($1,559 if you bought everything separately, 39% discount)

Fusion Wealth Planning Process

N/A

Fusion Wealth Planning Process with Bundled Deal with Models and Mutual Fund Pick Subscription (see above)

N/A

Lifetime Subscription  (Does not included the Fusion Wealth Planning Process)

$2,549

New Financial Planner Starter Kit

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Alphabetical Financial Software List

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Asset Allocation Models
Not the Asset Allocation Software, which is below. This includes all of the 56 Models and the 16 Variable Annuity Models

You can also get the Asset Allocation Software for an extra $100 when you buy from this table

Unsupported

With E-mail Only Support

With E-mail and Phone Support

One-time Asset Allocation Models and Mutual Fund Picks

$99

$119

$129

One-time Asset Allocation Models and Mutual Fund Picks, with Investment Fact Finder

$118

$139

$149

One-time Asset Allocation Models with only the Mutual Fund Picks updated monthly for one year

This is a great option for individual investors that just need to set things up once using the no-load models, then want the mutual funds updated to keep the portfolio up-to-date

$138

$159

$179

One-time Asset Allocation Models with only the Mutual Fund Picks updated monthly for one year, with Investment Fact Finder

$158

$178

$199

Asset Allocation Models with Mutual Fund Picks, both updated monthly for one year

$259

$269

$279

Asset Allocation Models with Mutual Fund Picks, both updated monthly for one year, with Investment Fact Finder

$269

$279

$289

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Asset Allocation Software
Not the Model Portfolios, which are above. Also includes the Asset Distribution software

You can also get the Model Portfolios once for $49 and the subscription for an extra $149 when you buy from this table

$158

$178

$188

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Bond Calculators

$39

$49

$59

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Budgeting Software

Free

Free

N/A

$19

$29

$39

Cash Flow Projector with Cash Flow Fact Finder

Client Agreement Contract Template

$19

Marketing Tri-Fold Brochure Template

$29

Client Agreement and Marketing Tri-Fold

$35

Unsupported

With E-mail Only Support

With E-mail and Phone Support

College Planning Calculator (single-student)
Both college planners include the Small Asset Allocation Calculator

$19

$29

$39

Single Student College Planner with College Fact Finder

Financial Planning Fact Finders

Cash Flow/Incomes/Expenses (Family budgeting, part of Fact Finder Part II, 9 pages)

Estate Planning Summary / Insurance (Life insurance, Disability, LTC, and P&C) Summary Fact Finder (Part of Fact Finder Part II, 10 pages)

College Planning (Part of Fact Finder Part II, 6 pages)

Retirement Planning (Part of Fact Finder Part II, 6 pages)

Existing Client (Refreshes investment and retirement data, 15 pages)

Business Owner Fact Finder (Employee census data, etc., 11 pages)

$8

Fact Finder Part I (Basic family info, includes the investment Fact Finder, 17 pages)

$39

$29

Fact Finder Part III (For collecting detailed investment asset data, 19 pages)

$19

In-Person Interview Fact Finder (37 pages)

$49

Fact Finders Bundled Together with Discounted Prices

Fact Finder Parts I and II

$59

Fact Finder Parts I, II, and III

$68

In-Person Fact Finder with Fact Finder Part II

$69

In-Person Fact Finder with Fact Finder Parts II and III

$79

All Fact Finders Listed Above

$99

All Fact Finders Listed Above with Investment Policy Statement

$119

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Unsupported

With E-mail Only Support

With E-mail and Phone Support

IPS Software (Investment Policy Statement Template)

$29

IPS Software with Investment Fact Finder

$47

Investment Policy Statement Software with All Fact Finders

$119

Unsupported

With E-mail Only Support

With E-mail and Phone Support

$19

$29

$39

Life Insurance Software with Insurance Fact Finder

$28

$37

$47

Money eBook

$19

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Mutual Fund Recommendations
One-time Price

$9

$19

$29

One Year of Monthly-updated Mutual Fund Recommendations

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Net Worth Calculator
(Balance sheet maker)

$19

$29

$39

Net Worth Calculator with Asset Fact Finder (for gathering detailed asset data)

$24

$34

$44

Net Worth Projector with Asset Fact Finder

$33

$43

$54

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Rental Real Estate Software
One-Property IRR and NPV calculator

$29

$39

$49

Five-Property Rental Real Estate Software

$38

$48

$58

Unsupported

With E-mail Only Support

With E-mail and Phone Support

$29

$39

$49

Retirement Planner with Retirement and Cash Flow Fact Finder
(Consumer don't need Fact Finders)

$35

$48

$61

Retirement Planner with Budget Software and Cash Flow Projector
(Cash Flow Projector has Budget Software included)

$43

$59

$75

Retirement Planner with Budget Software and Cash Flow Projector and Retirement and Cash Flow Fact Finders

$51

$67

$79

Unsupported

With E-mail Only Support

With E-mail and Phone Support

$99

$109

$119

RWR with Retirement and Cash Flow Fact Finders
(consumers don't need fact finders)

$104

$114

$124

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Dual Real World Retirement Planner

$129

$149

$159

Dual RWR with Retirement and Cash Flow Fact Finders
(consumers don't need fact finders)

$134

$154

$164

Seminar - Financial Planning Prospecting Seminar

$99

Unsupported

With E-mail Only Support

With E-mail and Phone Support

Time Value of Money Calculators (TVM Financial Tools)