Single User Version

Advisor

& Staff

Version

Small Firm Version

Full Network

Version

Practice Builder

Includes Marketing Module

$995

$1,495

$1,995

$2,495

• Contact Manager
• Automated Marketing
• Financial Planning Tools
• Practice Management Aids
• Resource Library

Automatic Marketing Action Plans (sequences) of Letters, Articles, and Contact Phone Scripts for clients, prospects, referrals and media.

Annual Support

(every June of the year following)

Automatic

Non-Automatic

$315

$395

$375

$425

$545

$665

$595

$755

Additional add-on Modules 

Modules Require Basic

Practice Builder System

Single

User Version

Advisor

& Staff

Version

Small Firm Version

Full Network

Version

Automated Image Manager

$200

$250

$300

$350

Integrate your Scanner with Practice Builder. Then scan any document or photo directly into your client folder for easy access, less filing, improved information sharing, enhance disaster recovery and reclaimed office space.

$100

$150

$200

$250

Syncs your basic Practice Builder Client/Prospect Data with Microsoft Outlook Contacts, then can sync with Palm or other PDA.

$200

$250

$300

$350

Campaign targeting affluent individuals, with many articles to create interest in having an estate plan reviewed/prepared.

Requires the Marketing Module

$100

$175

$250

$325

Delivers Automatic Marketing materials to all e-mail addresses by contact.

Requires the Marketing Module

$400

$450

$500

$550

Automates seminar attendee tracking and follow-up. Generates series of pre and post seminar letters, articles and calls to maximize the “harvesting” from your seminar attendees.

$100

$125

$150

$175

Corporate articles, by-laws, minutes, resolutions for use by the advisor with clients or for the advisor’s personal/business use.

$100

$125

$150

$175

Text for development of business plans and consulting services for business clients.  Also valuable for advisor’s own business.