Support and Updates

Support and Updates

Web-based Training

Welcome to Plan Builder Financial Support and Training. This area enhances the support services we provide. Our support solutions for our customers range from addressing the needs of our customers and their systems to providing resources to help you obtain the highest level of success with Plan Builder.

Telephone Support licensed users are offered unlimited access to our support staff. We understand your challenges, and have the skill and experience to quickly and effectively address your support needs. Call: 800.666.1656 ext. 5, Monday-Friday, 8:00 am-4:30 pm EST

Email and Fax Support for issues that don't require immediate attention. Users are offered both email and fax options. Simply send us information describing your problem, and our support team will forward the resources you need to solve it. If phone follow-up is required, we will schedule a time that is convenient for you. Submit request, Email: Plan Builder, Fax: 513.424.5752

Free Update with Builder Suite’s Referral Program

For every referral who purchases a Builder Suite System, the nominator will receive 50% off their next Annual Update. Accumulate referral purchases and you will enjoy FREE updates. That means if two of your referrals purchases your next Annual Update will be FREE, if four referrals purchase you will receive the next two Annual Updates FREE and so on, and so on. This is a value you can’t pass up. Referral Form

Updates our subscription Plan Builder Support & License Agreement includes access to future releases of your software solutions, including the latest technologies, new features, technical fixes, and document updates. Download Update & review the latest enhancements.

Trouble Shooting we have provided an area that contains documents to help answer questions that you may have. We will be adding more documents to this section when ever new topics are brought to our attention. If you have a question that you'd like to see answered here, please Submit Your Question.

Frequently Asked Questions - Our users have found this to be a valuable resource to enhance their knowledge of the functionality of Plan Builder.

Our support team prides themselves in customer satisfaction.

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