|
| Discounted Bundles | Prices | ||
| Click the name of the product below in this column to go to that module's information and demo download page | Unsupported | With E-mail Only Support | With E-mail and Phone Support |
| Bundled Deals for Financial Professionals
Includes All Financial Software on the Site |
$900
$1,640 if you bought everything separately, which is a 45% discount |
$1,075
$2,144 if you bought everything separately, which is a 50% discount |
$1,250
$2,775 if you bought everything separately, which is a 55% discount |
| Bundled Deal with one year of monthly-updated Asset Allocation Models and Mutual Funds Picks | $1,000
$1,840 if you bought everything separately, which is a 46% discount |
$1,150
$2,344 if you bought everything separately, which is a 51% discount |
$3,000 if you bought everything separately, which is a 57% discount |
| How to Buy Use PayPal | Unsupported | With E-mail Only Support | With E-mail and Phone Support |
| Investment Portfolio Building Kit | N/A | $550 | N/A |
| Unsupported | With E-mail Only Support | With E-mail and Phone Support | |
| New Financial Planner Starter Kit
Regular Starter Kit |
N/A | $400 | N/A |
| BD to RIA Starter Kit | N/A | $450 | N/A |
| Deluxe BD to RIA Starter Kit | N/A | $500 | N/A |
| Unsupported | With E-mail Only Support | With E-mail and Phone Support | |
| Lifetime Subscription | N/A | N/A | $5,000 |
| Alphabetical Financial Software List | Prices | ||
| How to Buy Use PayPal | Unsupported | With E-mail Only Support | With E-mail and Phone Support |
| 401(k) Calculator | $10 | $20 | $30 |
| Asset Allocation Models
This is not the Asset Allocation Software, which is below. You can also get the Asset Allocation Software for an extra $100 when you buy from this table (use that dollar amount's order form from the list on this page). But the better deal is to just get the Investment Portfolio Building Kit |
Unsupported | With E-mail Only Support | With E-mail and Phone Support |
| One-time Asset Allocation Models and Mutual Fund Picks | N/A | $150 | $200 |
| One-time Asset Allocation Models and Mutual Fund Picks, with Investment Fact Finder | N/A | $174 | $225 |
| Asset Allocation Models with Mutual Fund Picks, both updated monthly for one year | N/A | $350 | $425 |
| Asset Allocation Models with Mutual Fund Picks, both updated monthly for one year, with Investment Fact Finder | N/A | $374 | $450 |
| Lifetime Subscription for the Models and Mutual Fund Picks (with Investment Fact Finder) | N/A | N/A | $1,750 |
| Unsupported | With E-mail Only Support | With E-mail and Phone Support | |
| Asset Allocation Software
This is not the Model Portfolios, which are above. This also includes the Asset Distribution Software. You can also get the Model Portfolios once for $75, and the subscription for an extra $175 when you buy from this table (use that dollar amount's order form from the list on this page). But the better deal is to just get the Investment Portfolio Building Kit |
$200 | $225 | $275 |
| Comprehensive Asset Allocation Software with Investment Fact Finder | $222 | $249 | $300 |
| How to Buy Use PayPal | Unsupported | With E-mail Only Support | With E-mail and Phone Support |
| Bond Calculators | $50 | $75 | $100 |
| Unsupported | With E-mail Only Support | With E-mail and Phone Support | |
| Budgeting Software | Free | N/A | N/A |
| Cash Flow Projector (Includes the same Budget Calculator) | $10 | $15 | $20 |
| Cash Flow Projector with Cash Flow Fact Finder | $12 | $17 | $22 |
| Client Agreement Contract Template | $25 | N/A | N/A |
| Marketing Tri-Fold Brochure Template | $35 | N/A | N/A |
| Both Client Agreement and Marketing Tri-Fold | $50 | N/A | N/A |
| How to Buy Use PayPal | Unsupported | With E-mail Only Support | With E-mail and Phone Support |
| College Planning Calculator (Single-student) | $10 | $20 | $45 |
| Single Student College Planner with College Fact Finder | $13 | $23 | $48 |
| Multiple Student College Planner | $19 | $29 | $55 |
| Multiple Student College Planner with College Fact Finder | $22 | $32 | $60 |
| Financial Planning Fact Finders | |||
| Investment Fact Finder and Investment Risk Tolerance Questionnaire (Part of Fact Finder Part I, and In-Person Fact Finder, 10 pages) | $37 | N/A | N/A |
| Cash Flow / Incomes / Expenses (Family budgeting, part of Fact Finder Part II, 9 pages) | $18 | N/A | N/A |
| Estate Planning Summary / Insurance (Life insurance, Disability, LTC, and P&C) Summary Fact Finder (Part of Fact Finder Part II, 10 pages) | $13 | N/A | N/A |
| College Planning (Part of Fact Finder Part II, 6 pages) | $6 | N/A | N/A |
| Retirement Planning (Part of Fact Finder Part II, 6 pages) | $11 | N/A | N/A |
| Existing Client (Refreshes investment and retirement data, 15 pages) | $40 | N/A | N/A |
| Business Owner Fact Finder (Employee census data, etc., 11 pages) | $10 | N/A | N/A |
| Fact Finder Part I (Basic family info, includes the investment Fact Finder, 17 pages) | $50 | N/A | N/A |
| Fact Finder Part II (Arcane personal financial questions for input into financial plan software, 31 pages) | $36 | N/A | N/A |
| Fact Finder Part III (For collecting detailed investment asset data, 19 pages) | $24 | N/A | N/A |
| In-Person Interview Fact Finder (37 pages) | $60 | N/A | N/A |
| Fact Finders Bundled Together with Discounted Prices | |||
| Fact Finder Parts I and II | $75 | N/A | N/A |
| Fact Finder Parts I, II, and III | $85 | N/A | N/A |
| In-Person Fact Finder with Fact Finder Part II | $80 | N/A | N/A |
| In-Person Fact Finder with Fact Finder Parts II and III | $100 | N/A | N/A |
| All Fact Finders Listed Above | $125 | N/A | N/A |
| For Advisors that Only Manage Money and Don't Make Financial Plans: Fact Finder Part 1, Part III, and IPS | $90 | N/A | N/A |
| All Fact Finders Listed Above with Investment Policy Statement | $150 | N/A | N/A |
| How to Buy Use PayPal | Unsupported | With E-mail Only Support | With E-mail and Phone Support |
| Financial Planner Sales Tools Without Sales and Motivational Ramblings |
$10 | $60 | $100 |
| Sales Tools With Sales and Motivational Ramblings | $50 | $105 | $150 |
| Unsupported | With E-mail Only Support | With E-mail and Phone Support | |
| Integrated Financial Planning Software | $400 | $500 | $600 |
| Unsupported | With E-mail Only Support | With E-mail and Phone Support | |
| Investment Comparator
Includes the Buy Term and Invest the Difference vs. Whole Life Calculator |
$50 | $100 | $150 |
| How to Buy Use PayPal | |||
| IPS Software (Investment Policy Statement Template) | $35 | N/A | N/A |
| IPS Software with Investment Fact Finder | $60 | N/A | N/A |
| Investment Policy Statement Software with All Fact Finders | $150 | N/A | N/A |
| Unsupported | With E-mail Only Support | With E-mail and Phone Support | |
| Life Insurance Software | $25 | $50 | $100 |
| Life Insurance Software with Insurance Fact Finder | $28 | $53 | $78 |
| Marketing Seminar for Financial Planning Prospecting | $100 | N/A | N/A |
| How to Buy Use PayPal | Unsupported | With E-mail Only Support | With E-mail and Phone Support |
| Net Worth Calculator | $15 | $25 | $50 |
| Net Worth Calculator with Asset Fact Finder | $24 | $34 | $59 |
| Net Worth Projector (Net Worth Calculator is included) | $26 | $40 | $75 |
| Net Worth Projector with Asset Fact Finder | $33 | $47 | $80 |
| Unsupported | With E-mail Only Support | With E-mail and Phone Support | |
|
Rental Real Estate Software
One-Property IRR and NPV calculator |
$25 | $50 | $75 |
| Five-Property Rental Real Estate Software | $35 | $60 | $85 |
| Unsupported | With E-mail Only Support | With E-mail and Phone Support | |
| RP Basic Retirement Planner | $20 | $45 | $70 |
| Retirement Planner
with Retirement and Cash Flow Fact Finder (Consumers don't need Fact Finders) |
$24 | $49 | $74 |
| Retirement Planner with Budget Software and Cash Flow Projector (Cash Flow Projector has Budget Software included) |
$25 | $50 | $75 |
| Retirement Planner with Budget Software and Cash Flow Projector and Retirement and Cash Flow Fact Finders | $27 | $52 | $77 |
| How to Buy Use PayPal | Unsupported | With E-mail Only Support | With E-mail and Phone Support |
| RWR - The Real World Retirement Planner | $100 | $150 | $200 |
| Single RWR with
Retirement and Cash Flow Fact Finders (Consumers don't need fact finders) |
$104 | $154 | $201 |
| RWR with Cash Flow Projector (Cash Flow Projector has Budget Software included) |
$110 | $160 | $210 |
| RWR with Cash Flow Projector and Retirement and Cash Flow Fact Finders | $113 | $163 | $213 |
| Unsupported | With E-mail Only Support | With E-mail and Phone Support | |
| Dual Real World Retirement Planner | $150 | $200 | $250 |
| Dual RWR with
Retirement and Cash Flow Fact Finders (Consumers don't need fact finders) |
$154 | $204 | $254 |
| Dual RWR with Cash Flow Projector (Cash Flow Projector has Budget Software included) |
$160 | $210 | $260 |
| Dual RWR with Cash Flow Projector and Retirement and Cash Flow Fact Finders | $163 | $213 | $263 |
| Unsupported | With E-mail Only Support | With E-mail and Phone Support | |
| Simple Retirement Planner | $10 | $20 | $30 |
| How to Buy Use PayPal | Unsupported | With E-mail Only Support | With E-mail and Phone Support |
| Time Value of Money Calculators | $25 | $50 | $75 |
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