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. CD postal delivery is about five days.
Tips for getting financial tool orders approved outside the U.S.
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Important Tip: Sorry, but due to low-tech bank software, please remember what you ordered, because you'll have to input that into the comment field of the secure 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
Unsupported Asset Allocation Software: $158 Go to the Secure Form.
E-mail-supported Asset Allocation Software: $178 Go to the Secure Form.
Phone and E-mail-supported Asset Allocation Software: $188 Go to the Secure Form.
Unsupported Asset Allocation Software with 1-year of monthly updated Mutual Fund Picks: $207 Go to the Secure Form.
E-mail-supported Asset Allocation Software with 1-year of monthly updated Mutual Fund Picks: $228 Go to the Secure Form.
Phone and E-mail-supported Asset Allocation Software with 1-year of monthly updated Mutual Fund Picks: $238 Go to the Secure Form.
Unsupported Asset Allocation Software with Investment Fact Finder: $177 Go to the Secure Form.
E-mail-supported Asset Allocation Software with Investment Fact Finder: $198 Go to the Secure Form.
Phone and E-mail-supported Asset Allocation Software with Investment Fact Finder: $208 Go to the Secure Form.
Unsupported Asset Allocation Software with 1-year of monthly updated Mutual Fund Picks, and Investment Fact Finder: $229 Go to the Secure Form.
E-mail-supported Asset Allocation Software with 1-year of monthly updated Mutual Fund Picks, and Investment Fact Finder: $248 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: $259 Go to the Secure Form.
Prices with CD Delivered via Regular U.S. Postal Mail
Unsupported Asset Allocation Software: $167 Go to the Secure Form.
E-mail-supported Asset Allocation Software: $187 Go to the Secure Form.
Phone and E-mail-supported Asset Allocation Software: $197 Go to the Secure Form.
Unsupported Asset Allocation Software with 1-year of monthly updated Mutual Fund Picks: $216 Go to the Secure Form.
E-mail-supported Asset Allocation Software with 1-year of monthly updated Mutual Fund Picks: $237 Go to the Secure Form.
Phone and E-mail-supported Asset Allocation Software with 1-year of monthly updated Mutual Fund Picks: $247 Go to the Secure Form.
Unsupported Asset Allocation Software with Investment Fact Finder: $186 Go to the Secure Form.
E-mail-supported Asset Allocation Software with Investment Fact Finder: $207 Go to the Secure Form.
Phone and E-mail-supported Asset Allocation Software with Investment Fact Finder: $217 Go to the Secure Form.
Unsupported Asset Allocation Software with 1-year of monthly updated Mutual Fund Picks, and Investment Fact Finder: $238 Go to the Secure Form.
E-mail-supported Asset Allocation Software with 1-year of monthly updated Mutual Fund Picks, and Investment Fact Finder: $257 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: $268 Go to the Secure Form.