Suite of Investment Software for Professional Money Managers.

Professional Investment Portfolio Building Kit

Site Information
(is listed below. The financial planning software modules for sale are on the right-side column)

Confused? It Makes More Sense if You Start at the Home Page

Financial Software Price List

How to Buy Investment Software

Discounts for Financial Advisers
(and how to subscribe to the full Bundled Deal for $100 a month)

Lifetime and 5- to 15-year Extended Subscriptions

New Financial Planner Starter Kit

Financial Planning Software Support

Financial Planner Software Updates

Site Map

Site Information, Ordering Security, Privacy, FAQs

Questions about Personal Finance Software? Call (503) 309-1369 or Send E-mail to

Free Downloads and Money Tools
(are listed below)

Free How-to Money eBook for DIY Investors, Critical Reading for Financial Advisers, and for Exposing Financial Myths

Free Sample Comprehensive Financial Plans

Free Money Software Downloads, Tutorials, Primers, Freebies, Investing Tips, and Other Resources

List of Free Financial Planning Software Demos

Selected Links to Other Relevant Money Websites


Free Retirement Calculators

Free 401(k) Calculators

Free Financial Calculators

Free Family Money Calculators

Free Real Estate Calculators

Free Debt Calculators

Free Investment Calculators

Free Tax Calculators

Free College Saving Calculators

Free Insurance Calculators

Free Business Owner Calculators

Prices and ordering information are at the bottom

This is the Discounted Bundle with All of the Investment Software Modules on the Site

This bundle of investment software has several modules individual consumers / investors wouldn't need, so if you're not a professional investment manager, then please e-mail to get a quote on a similar bundle.

This bundle gives you all of the following investment software modules, with e-mail support, for one low discounted price:

Comprehensive Asset Allocation Software,

Asset Allocation Model Subscription,

Mutual Fund Picks Subscription,

Asset Distribution Tools,

Investment Fact Finder,

Bond Management Software,

IPS Template,

Time Value of Money Financial Tools,

How-to Money eBook,

Investment Comparator,

Fee-Based Client Contracts and Tri-Fold Brochure.

Click on a product page link above to read about that module

About buying investment software.

Please don't try to get the price down more by deleting items from the bundle, or anything else.

But what you can do is substitute items. Please negotiate your substitutions before you order and files are delivered! It's software, so you can't "give something back" once it's been delivered.

If you were to buy all dozen e-mail supported multiple-user versions of the investment software modules separately, it would be $967. The price of this kit is $625, which is a discount of 35%.

If you're a professional financial planner that invests people's money, then this kit will give you most everything you'll need to excel at your job, except:

• There's no investment software for making trades online. So you'll be using whatever your custodian provides (yes, no matter what you do, you'll still need to hire a financial custodian to custody client investments and make trades).

• There's no Customer Relationship / Management / Contact / Database software (AKA CRM). This usually costs around $2,500 initially and then $1,000 annually for a one-user system. Your Broker Dealer / custodian sometimes provides this.

• There's no Portfolio Management Software. This usually cost around $5,000 initially and then ~$3,000 annually for a one-user system. Your Broker Dealer / custodian sometimes provides this.

• There's no system that manages compliance functions, nor matching investment trades with the resulting confirmation tickets. This is still best done manually by you or your assistant. Ask your BD what trading tools they offer.

• There's no investment database software for looking up historical data on investments, and/or performing investment-screening functions.

Read how to easily download online account data into our financial tools

Buy now with your Visa or MasterCard (503) 309-1369

Buy now using the $625 secure credit card ordering form

Buy now using PayPal

Here's the regular non-discounted e-mail supported version prices of everything in this deal:

Comprehensive Asset Allocation Software $225
Model Portfolios Subscription $500
Mutual Fund Picks Subscription Included above
Asset Distribution Tools Included above
Investment Fact Finder and Asset Fact Finder (AKA Part III) $37
Bond Management Software $40
IPS $20
DIY Money eBook (free for a while) $0
Time Value of Money Financial Tools $30
Portfolio Benchmarking Software and Investment Comparator $100
Fee-Based Contracts and Tri-fold Marketing Brochure $15
Total: $967
Financial Planning Software Modules For Sale
(are listed below)

Financial Planning Software that's Fully-Integrated
(the IFP is the NaviPlan alternative for 1/6th the price)

Goals-Only "Financial Planning Software"
(the MoneyGuidePro alternative for 1% of their price)

Retirement Planning Software Menu: Something for Everyone
(the RWRs, RP, and SRP)

Comprehensive Asset Allocation Software

Model Portfolio Allocations with Historical Returns

Monthly-updated ETF and Mutual Fund Picks

DIY Investment Portfolio Benchmarking Program

Financial Planning Fact Finders for Financial Planners Gathering Data from Clients

Investment Policy Statement Software (IPS)

Life Insurance Calculator (AKA Capital Needs Analysis Software)

Bond Calculators for Duration, Convexity, YTM, Accretion, and Amortization

Investment Software for Comparing the 27 Most Popular Methods of Investing

Rental Real Estate Investing Software

Net Worth Calculator (Balance Sheet Maker) and 75-year Net Worth Projector

College Savings Calculator

Financial Seminar Covering Retirement Planning and Investment Management

Sales Tools for Financial Adviser Marketing

Personal Budget Software and 75-year Cash Flow Projector

TVM Financial Tools and Financial Calculators

Our Unique Financial Services
(are listed below)

We're Fee-only Money Managers: So you can hire us to manage your money, and/or financial advisers can hire us to manage client money, using our Model Portfolios and/or Asset Allocation Systems

Mr. Market Timer's Unique Market-neutral Stock Market Timing Services
(the hedge fund alternative)

Consulting Services: Hire Us to Make Your Financial Plan, Retirement Plan, Benchmarking Report, Whatever

Buy or Sell a Financial Planning Practice

Miscellaneous Pages of Interest
(are listed below)

Primer Tutorial to Learn the Basics of Financial Planning Software

About the Department of Labor's New Fiduciary Rules

Using Asset Allocation to Manage Money

Download Brokerage Data into Spreadsheets

How to Integrate Financial Planning Software Modules to Share Data

CRM and Portfolio Management Software

About Monte Carlo Simulators

About Efficient Frontier Portfolio Optimizers

Calculating Your Investment Risk Tolerance

About Discount Brokers for DIY Money Management

About 401(k) Plan Management

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