Ordering the New Financial Planner Starter Kits
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.
Supported means you can get help. Unsupported means you'll have to figure it out on your own via the directions. You can always get support if you find something wrong with a program, even if you didn't buy support.
Tips for getting orders approved outside the U.S.
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E-mail Delivery Prices
The files are sent as nine to eleven e-mails with large zipped attachments each
Regular Starter Kit: $299 Go to the Secure Form.
BD to RIA Starter Kit:: $349 Go to the Secure Form.
Deluxe BD to RIA Starter Kit: $399 Go to the Secure Form.