| 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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Prices and ordering information are at the bottom of the text in the middle This bundle has several modules 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. This bundle gives you all of the following Multiple-Computer 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, Fee-based Client Contracts and Tri-Fold Brochure. Click on a product page link above to read about that module. You can delete (or add) items from the list to get the price down a little. If you were to buy all dozen e-mail supported multiple-user versions of the investment software modules separately, it would be $852. The price of this kit is $450, which is a discount of 47%. 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: • 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 and make trades). • There's no Customer Relationship / Management / Contact / Database software (AKA CRM). This usually costs around $2,500 initially and then $1,000 annually for a one-user system. Your Broker Dealer / custodian sometimes provides this. • There's no Portfolio Management Software. This usually cost around $5,000 initially and then ~$3,000 annually for a one-user system. Your Broker Dealer / custodian sometimes provides this. • 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 trading 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. Please note that even though our asset allocation models use mutual funds (and ETFs), 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 database-driven programs like Morningstar (which only lets you include and analyze investments that are in their database). • 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 are 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. Buy now with your Visa or MasterCard by calling (800) 658-1824 Buy now using the $450 secure credit card ordering form Send a check in the mail and get 10% off Here's the regular non-discounted e-mail supported multiple-computer version prices of everything in this deal:
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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 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 Optimizations for 401k / 403b and Similar Retirement Plans |