Financial Planning Consultants


 

Client Relationship Management Solutions for Financial Advisors

 

Practice Builder Oder Form

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

   
Printable forms  
         

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.

       
         
Outlook  Sync 

$100

$150

$200

$250

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

       
   
Estate Planning

$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

       
         
E-mail Marketing

$100

$175

$250

$325

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

Requires the Marketing Module

       
         
Seminar Marketing

$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.

       
         
Business Records

$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.

       
         
Business Planning

$100

$125

$150

$175

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

       
         
 
Choose the Practice Builder Version that best suits your needs:  License Options

Taxes, Shipping & Handling are additionally charged at purchase.

Toll-free technical support is included in the Practice Builder Support & License Agreement until the June annual renewal. The annual support and maintenance fee is among the lowest in the industry while the quality of support is among the highest. Mid-year and Year-end client letters are provided. Periodic text and program enhancements are available for download from the website. 

Association and Affiliate Membership Discount Programs available.

Call for details 800.325.5540 ext. 305 or e-mail Sales@Financialsoftware.com

 

Printable Order Forms:

Practice Builder Order Form l Module Order Form

Additional Products l Training Options l License Options

 

Home l Privacy Policy l Compliance l System Requirements 

Purchase l Contact Us l Demo

 

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