Professional Investment Portfolio Building Kit.

This bundle has several things that individual consumers / investors wouldn't need, so if you're not a professional investment manager, then please e-mail to get a quote on a similar bundle. The thing to do is make a list of everything you want out of the dozen modules, and then we'll give you a price with a similar discount.

Professionals can delete (or add) items from the list to get the price down.

If you were to buy all dozen investment software modules separately, it would be $651. The price of this kit is $399, which is a discount of 39%.

If you're a professional financial planner that invests people's money, then this kit will give you most everything you'll need to excel at your job, except:

▪ We don't offer online software that downloads investment/account/trading data into your computer from the internet. The only program that would apply to anyway would be the asset allocation modules.

▪ There is no investment software for making trades online.

▪ There is no CRM client contact/database software for inputting basic client data (from Fact Finders) onto your computer, so you can pull up a client by their name and see all of their information.

▪ 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.

▪ There is no system for matching investment trades with the resulting confirmation tickets.

▪ You'll also need to be hooked up to a trading custodian of some kind.

▪ You also may still need Morningstar, which is a database/analytical software company. Their investment software does a lot of good things you may need, but it does not have a turnkey investment portfolio building system. We've been buying it since the 80's to get the mutual fund screener and return data. We're the only vendor that has a complete turnkey money management system that anyone that can use Excel and follow directions can use from scratch and get results similar to the model portfolios.

Please note that even though our asset allocation models use mutual funds, you are free to use anything investment vehicle you want. You are not limited to using any investment, nor any investment strategy, like you are with programs like Morningstar (which only lets you analyze investments that are included in their database).

Buy now with your Visa or MasterCard by calling (800) 658-1824

Buy now using the secure credit card ordering form

Send a check in the mail and get 10% off

Here's the regular non-discounted prices of everything in this deal:

Comprehensive Asst Allocation Software	$178
Model Portfolios Subscription	$269
Mutual Fund Picks Subscription	Included above
Variable Annuity Optimizer	Included above
Asset Distribution Tools	Included above
Investment Fact Finder	$30
Bond Management Software	$49
IPS	$29
Money eBook	$19
Time Value of Money Financial Tools	$29
Investment Comparator	$29
Fee-Based Contracts	$19
Total:	$651