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Site Information
(is listed below)
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
Huge Discounts for Financial Planning Advisers and Money Managers
New Financial Planner Starter Kit
Financial Plan Software Support
Personal Finance Software Updates
Site Map
Site Info, History, Ordering Security, Privacy, FAQs
Free Downloads and Money Tools
(are listed below)
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 Family Money Calculators
Free Real Estate Calculators
Free Debt Calculators
Free Investment Calculators
Free Tax Calculators
Free College Calculators
Free Insurance Calculators
Free Business Owner Calculators
Miscellaneous Pages of Interest
(are listed below)
How to Get Your Brokerage Account Data to Download into Our Financial Tools
About Financial Plan Software Integration
About Portfolio Management Software and CRM Software
About Using Monte Carlo with Personal Finance Software
About Portfolio Optimization
About Investment Risk Tolerance
About Using a Discount Broker to Manage Your Own Money (and about custodians for advisors)
About Long-term Care Insurance Software
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Most don't, but some personal finance modules have "trial periods."
At the bottom of the product page, above the pricing table, if there's text saying that there's a trial
period, then here's the deal (if not, then not):
Trial periods are not free, sorry. It's $5 to try it for four
calendar days. The day it's delivered counts as day one, so it will expire and
become non-functional at midnight three days later.
If you decide to buy after trying, then you'll get the initial $5 refunded as a credit (so if
it's $20, then when you buy it will only be $15).
The main reason why all of this is the way it is, is because we sell to
individual consumers and investors, in addition to professional financial
planners. So all they'd need to do to get the answers they want for themselves
once is an hour worth of work. So if they want to only spend $5 to get the
answers they want short-term, then that's okay. If all we did was sell to financial advisers,
then there would be long free trial periods like other vendors.
Here's the secure credit card link for $5 orders.
Critical step to remember when ordering:
Just input "trial product name" into the comment
field at the bottom, and you'll get it to play with for three full days. Please use the name given to
that module on the site. For example, "bond trial"
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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
How-to Money eBook for DIY Investors and Critical Reading for Financial Advisers
Several Bond Calculators for Duration, Convexity, YTM, Accretion, and Amortization
Investment Software for Comparing 27 of the Most Common Investment Strategies
Life Insurance Needs Calculator
Rental Real Estate Analysis Software
Net Worth Calculator
College Savings Calculator
Marketing Seminar for Financial Planners
Financial Planning Marketing Tools (phone sales scripts, prospecting letters, new prospect binder, financial planner coaching, and more)
Free Personal Budget Software and 75-year Cash Flow Projector
Our Unique Financial Services
(are listed below)
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
Listings for Buying or Selling an Investment Management or Financial Planning Practice
Personalized Optimized Allocations for 401k / 403b and Similar Retirement Plans
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