Ordering Asset Allocation Software
If you want more financial planning software than what's below, e-mail your list or call (800) 658-1824, for a discounted price.
Prices below are the total U.S. dollar amounts billed. They include all taxes, handling, normal delivery charges, etc.
E-mail delivery is usually same day, but could take up to two days.
Supported means you can get help. Unsupported means you'll have to figure it out on your own via the directions. You can always get support if you find something wrong with a program, even if you didn't buy support.
Tips for getting orders approved outside the U.S.
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Everything listed below comes with the current mutual fund picks one-time, but to get them updated you'll need to buy the monthly update option.
E-mail Delivery Prices
Unsupported Asset Allocation Software: $200 Go to the Secure Form.
E-mail-supported Asset Allocation Software: $225 Go to the Secure Form.
Phone and E-mail-supported Asset Allocation Software: $250 Go to the Secure Form.
Unsupported Asset Allocation Software with Investment Fact Finder: $222 Go to the Secure Form.
E-mail-supported Asset Allocation Software with Investment Fact Finder: $249 Go to the Secure Form.
Phone and E-mail-supported Asset Allocation Software with Investment Fact Finder: $274 Go to the Secure Form.
Unsupported Asset Allocation Software with 1-year of Monthly-updated Mutual Fund Picks: $247 Go to the Secure Form.
E-mail-supported Asset Allocation Software with 1-year of Monthly-updated Mutual Fund Picks: $325 Go to the Secure Form.
Phone and E-mail-supported Asset Allocation Software with 1-year of Monthly-updated Mutual Fund Picks: $375 Go to the Secure Form.
Unsupported Asset Allocation Software with 1-year of Monthly-updated Mutual Fund Picks, and Investment Fact Finder: $273 Go to the Secure Form.
E-mail-supported Asset Allocation Software with 1-year of Monthly-updated Mutual Fund Picks, and Investment Fact Finder: $349 Go to the Secure Form.
Phone and E-mail-supported Asset Allocation Software with 1-year of Monthly-updated Mutual Fund Picks, and Investment Fact Finder: $398 Go to the Secure Form.