Ordering Single-User 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. 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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Tip: Copy the text before the price now before you click on the form link, so you can paste it into the bottom of the form.
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
Files are sent as e-mail attachments total about 3Mb
Unsupported Asset Allocation Software: $79 Go to the Secure Form.
E-mail-supported Asset Allocation Software: $89 Go to the Secure Form.
Phone and E-mail-supported Asset Allocation Software: $94 Go to the Secure Form.
Unsupported Asset Allocation Software with Investment Fact Finder: $88 Go to the Secure Form.
E-mail-supported Asset Allocation Software with Investment Fact Finder: $99 Go to the Secure Form.
Phone and E-mail-supported Asset Allocation Software with Investment Fact Finder: $104 Go to the Secure Form.
Unsupported Asset Allocation Software with 1-year of Monthly-updated Mutual Fund Picks: $138 Go to the Secure Form.
E-mail-supported Asset Allocation Software with 1-year of Monthly-updated Mutual Fund Picks: $158 Go to the Secure Form.
Phone and E-mail-supported Asset Allocation Software with 1-year of Monthly-updated Mutual Fund Picks: $173 Go to the Secure Form.
Unsupported Asset Allocation Software with 1-year of Monthly-updated Mutual Fund Picks, and Investment Fact Finder: $147 Go to the Secure Form.
E-mail-supported Asset Allocation Software with 1-year of Monthly-updated Mutual Fund Picks, and Investment Fact Finder: $167 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: $182 Go to the Secure Form.