| Free
Trial |
Pricing/Order |
Testimonials |
| |
|
|
| |
Concept
Toolkit |
Planning
Toolkit |
| What
is it? |
Quick
calculators and concept illustrations |
Financial
needs
analysis software |
| What
does it do? |
Complements
your existing planning software |
Replaces
your
existing planning software |
| Quick
calculators |
Yes (100
caculators) |
No |
| Financial
concept illustrations |
Yes (200
illustrations) |
Partial
(10 illustrations) |
| Create
financial plans? |
Partial
(basic plans only) |
Yes |
| Create
seminar presentations? |
Yes |
No |
| Email
reports to clients? |
Yes |
Yes |
| Single
user price * |
$299 |
$299 |
| Annual
update cost |
$100 |
$100 |
| Toll-free
support |
Yes |
Yes |
| French
version? |
No |
No |
| |
|
|
| Free
Trial |
Pricing/Order |
Testimonials |
