| Discounted Suite of Financial Plan Software |
|
Site Information Confused? It Makes More Sense if You Start at the Home Page Why We're Better at Financial Software Price List of All Personal Finance Software Modules How to Buy Money Calculator Software in General New Financial Planner Starter Kit Professional Investment Portfolio Building Kit Financial Plan Software Support Personal Finance Software Updates Site Info, History, Ordering Security, Privacy, FAQs Questions About the Bundled Deals? Call (800) 658-1824 or Send E-mail Free Downloads and Money Tools Free Sample Comprehensive Financial Plans Free Downloads, Investing Tips, and Tutorials All Financial Plan Software Module Demos Listed on One Page Links to Other Personal Finance Websites The World's Best Free Retirement Calculator Other Free Retirement Calculators Free Bond Yield to Maturity Calculator Our Free Financial Calculators Other Free Online Financial Calculators Free Business Owner Calculators Miscellaneous Pages of Interest How to Get Your Brokerage Account Data to Download into Our Financial Tools About Portfolio Management Software and CRM Software About Using Monte Carlo with Personal Finance Software About Investment Risk Tolerance About Using a Discount Broker to Manage Your Own Money (and about custodians for advisors) |
Prices and ordering information are at the bottom For Financial Planners, Investment Managers, RIAs, Financial Consultants, and Similar Financial Professionals Consumers / Investors (non-pros): This suite of financial plan software isn't for you, because it has several things you don't need. Please send an e-mail listing the financial planner software you want a similar discount on. Financial Professionals Working with Individual Clients: Here's the suite of financial planning software that will help your practice more than anything else you can buy. You'll get everything you see on this site in this bundle. All of the modules can be used stand-alone, so you can get the results you want with minimal input. They also can be integrated (to share input data), just like other comprehensive financial software (and our fully-integrated financial planner). You can delete items to get a lower price by sending an e-mail or calling (800) 658-1824. Read about redundancies between modules. You'll receive the multiple-user versions. Total disk space is ~200Mb. The CD will be delivered via First Class U.S. postal mail in about four days. It's $25 more to ship next day (unless you have a shipping account). You can get started with anything you want now via e-mail delivery while you wait. To illustrate how everything is covered from A-to-Z, here's the usual sequence of events in the financial planning business: • If you're new, and/or want to grow, then you'd use prospecting tools like this financial planning marketing seminar to keep the appointment funnel filled with qualified suspects. • Then you'd call to get these prospects to come into your office, so you can show and tell all about your firm, how you get paid, and what you can do by using sample financial plans. Most advisers don't have an investment track record, so you can use the historical returns of the Asset Allocation Models and/or the Asset Allocation Tutorial page. The point is to show what they'd get when they hire you. If they like what they'll get, for what you charge, then they'll probably hire you. Prospects won't turn into clients unless you have the tools to do the jobs they need done. • Then if you work on a fee basis, you'd use the client agreement, tri-fold marketing brochure, your ADV, and other firm bio information to either close them on the spot, or to take home in a New Prospect Binder. • When they hire you, you'd then use Financial Planning Fact Finders to gather their personal and financial data. • You'd then input data from Fact Finders into the various financial planner modules; crunch the numbers, print the final versions, organize the reports, then get them back in. Then you'd show their future if they kept on doing what they were doing, verses following your brilliant recommendations. If you're any good, there will be a big difference between these two scenarios. This difference is the value you add, which justifies the money they pay you. The more value you add to someone's life, the more money and referrals they'll give you over time. • Then you implement the financial plans: Close deals, do paperwork, transfer assets to your custodian, open accounts, make trades, manage their money, give advice, organize things, sell insurance, help, etc. • Then you monitor, rebalance asset allocations, review, update, and do all of the required maintenance and compliance functions. There are variations to the this general theme. The details on how to do most of these functions, and free financial tools to help, can be found on the tips, downloads, and freebies pages. Everything else will be on the CD. By ordering this Bundled Deal, you'll get almost everything your practices needs to stay competitive, retain clients, and grow 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). • There's no Customer Relationship / Management / Contact / Database software (AKA CRM). These usually cost around $5,000 initially and then ~$3,000 annually for a one-user system. Your Broker Dealer / custodian sometimes provides these. • 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 tools they offer. • There's no investment database software for looking up historical data on investments, and/or performing investment-screening functions. Other vendors offer this adequately for around $750 per year. • There is no Portfolio Management Software that will show accurate return information in client accounts. This costs around $8,000 initially and then ~$4,000 annually for a one-user system. • We don't offer personal finance software that automatically downloads investment / account / trading data into your computer from the Internet. The only programs that would apply to would be the asset allocation, IFP, and net worth modules. You can still do it, but it's only semi-automatic. Read how to easily download online account data into our financial tools. • We also don't offer personal / business tax, small-business accounting, nor estate planning software. Other vendors already have these modules covered adequately for a reasonable price. Their bottom-line annual numbers can easily be integrated into our financial plans. The need for estate planning is basically gone for most people because of the high exemptions these days. • There's no software that quotes premiums for any kind of insurance. Read why this is so on the long-term care insurance software page. What our retirement software does (with or without the budgeting cash flow projector) is allow you to illustrate the differences between two insurance-need scenarios. For long-term care, one scenario would show the devastation of going into a nursing home without LTC insurance (by inputting the additional expenses), and the other would show the LTC premiums plus the benefits. This is what easily sells as much LTC as you can write. You can also illustrate the need for life, health, and any other kind of insurance. Ditto for disability insurance. These scenarios are shown on demos you can download from here. |
Personal Finance Software Modules For Sale (are listed below) Fully-Integrated Financial Planning Software Menu of Retirement Planning Software Asset Allocation Overview with Historical Portfolio Performance Comprehensive Asset Allocation Calculator Asset Allocation Models with Investment Track Record Monthly Updated Mutual Fund Picks TVM Financial Tools and Free Financial Calculators Financial Planning Fact Finders Investment Policy Statement Software Investment Software for Comparing 27 of the Most Common Investment Strategies Life Insurance Needs Calculator Rental Real Estate Analysis Software Net Worth CalculatorMoney eBook for DIY Investors and Financial Advisers Financial Planning Marketing Tools Our Unique Financial Services Fee-only Hourly Consulting on Anything You're Willing to Pay For Using Custom Investment Benchmark Portfolios to Compare Performance Free Financial Planner Directory Coaching for Financial Planners Pay Listings for Buying or Selling an Investment Management or Financial Planning Practice Personalized Optimized Allocations for 401k / 403b and Similar Retirement Plans |