How To Purchase Financial and Investment Software

Personal Finance Software for Investors and Financial Planning Software for Financial Planners.

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

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

Professional Investment Portfolio Building 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

You can pay in monthly installments for the six Bundled Deals, or the four Lifetime Subscriptions.

To Buy, Please:

Do it Yourself By Using the Secure Credit Card Ordering Forms

The master list of all financial software products and prices is here

Money software pricing tables, and links to their secure ordering forms, are usually found at the very bottom of the individual product pages. These products for sale pages are listed on the right-hand green column on most all webpages (like this one).

- or -

Call (503) 309-1369 with your MasterCard or Visa

Sorry, but we cannot process Amex, Discover, or other cards. If your debit card has a Visa or MasterCard logo and 16 numbers, then it will work fine as a credit card.

- or -

Buy Money Software Now Using PayPal

- or -

Use Apple Pay

- or -

Use Samsung

- or -

Use Venmo

- or -

Use Global Cash Card

- or -

Use Paycard

- or -

Use Amazon

- or -

Send a check in the mail

Financial Advisor Software for Financial Planners.

Miscellaneous Information

If you want more financial planning software than what's on a single ordering form, please e-mail your list or call (503) 309-1369, for a discounted price.

You can pay in monthly installments for the six Bundled Deals, or the four Lifetime Subscriptions.

Buying financial software for your business is a tax deductible expense.

Here's the list of all pricing and ordering forms

If you know your price, then you can just use that secure ordering form from the above link, and that will eliminate a layer of confusion. So if you got a quote, and lost that link, then as long as you know the quoted price, you can just use the Custom Deal Form from the link above. Just click the link next to that dollar amount when there. Then complete the form. If that dollar amount is not then, then just the next lower dollar amount.

Prices shown on ordering forms are the total U.S. dollar amounts billed. They include all taxes, handling, normal delivery charges, etc.

Delivery is normally made via e-mail, and is usually same day, but could take up to two days.

Only the Bundled Deals have CD postal delivery, as total files are over 250Mb. This takes about five days. Next day, or express delivery, is $25 more (unless you use your existing shipping account number).

You can read what will display on your browser after you complete a successful credit card order on your own here.

Security When Ordering Online

Secure means whatever information you type into the secure web page cannot be transferred to anyone else. This is because it's encrypted.

In general, you'll know when a web page is secure when the URL shows https://  and not just  http://  The "s" stands for secure page. Also, when the page is secure, a little padlock icon will display usually at the bottom of your browser. This is sort of "the law" and there's no way to fake it or get around it.

This site is as secure as it gets for doing credit cards online and PayPal. The bank wouldn't process orders until security met their standards. The bank software doesn't even show your credit card number or expiration to us.

In general, as long as the form you fill out is secure, you can trust using your credit card to buy things from websites. If people complain to MasterCard and Visa about improper use of their card, they'll just yank the merchant out of the system. They're very serious about it, so if an online-merchant takes credit cards online, then it's the same as buying something with your card over the phone, or in a store. It's even more secure because you're telling someone your information over the phone, and/or swiping a card into a vulnerable machine at a store.

If you call only to place an order, we'll just be using the exact same order form that you can get to from here. So if you're concerned about security and privacy, then calling adds another layer of insecurity, because you're saying your card number over the phone. When you order by yourself, then we don't even have access to your credit card number (without calling the bank with a valid reason). So when you do it yourself, nobody knows your card's info.

Tips for getting orders approved outside the US.

About security when ordering online, and our privacy and refund policies

You can hire us to manage your money, and/or advisers can hire us to manage their clients money, using our Model Portfolios and/or Asset Allocation Software for a flat $250 a month fee.

Financial Advisor Software for Financial Planners.

Personal Finance 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

© Copyright 1997 - 2017 Tools For Money, All Rights Reserved