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Professional Investment Portfolio Building Kit |
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Here's the discounted bundle with all of the investment software modules on the site |
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Discounts for Financial Planners and Money Managers New Financial Planner Starter Kit Professional Investment Portfolio Building Kit How to Buy Software in General Site Info, History, Ordering Security, Privacy, FAQs Questions About Financial Planning Software? Call (800) 658-1824 or Send E-mail About Getting Investment Software Approved by Broker Dealers and FINRA Financial Plan Software Support Free Downloads and Money Tools Free Sample Comprehensive Financial Plan Free Downloads, Investing Tips, and Tutorials Links to Other Personal Finance Websites The World's Best Free Retirement Calculator Other Free Retirement Calculators Our Free Financial Calculators Other Free Online Financial Calculators Free Business Owner Calculators Miscellaneous About Portfolio Management Software About Using Monte Carlo with Investment Software About Investment Risk Tolerance About Using a Discount Broker to Manage Your Own Money (and about custodians for advisors) |
This bundle gives you all of the following dozen investment software modules, with e-mail support, for one low discounted price: Comprehensive Asset Allocation Software, Asset Allocation Model Subscription, Mutual Fund Picks Subscription, Time Value of Money Financial Tools, Click on a product page link above to read about that module 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:
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Personal Finance Software Modules
Fully Integrated Financial Planning Software Menu of Retirement Planning Software Asset Allocation Overview with Our Historical Returns Asset Allocation Models with Our Historical Returns Monthly Updated Mutual Fund Picks Financial Planning Fact Finders Investment Policy Statement Software Investment Software for Comparing 23 Methods of Investing Buy Term Life Insurance and Invest the Difference in Mutual Funds vs. Whole Life Net Worth CalculatorVariable Annuity Tutorial and Optimizer Services Evolve into a Wealth Planner with this Unique Practice Management and Marketing System Fee-only Consulting for Consumers, Investors, and Financial Planners Building Custom Investment Benchmark Portfolios Coaching for Financial Planners Buy or Sell an Investment Management or Financial Planning Practice Asset Allocation for 401(k) / 403(b) and Similar Retirement Plans |
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