|
Software ProductsSoftware is licensed, not sold. Prices below are for use by one individual with their personal clients only. Individual License details Group Savings: Multi-user groups or sales organizations, please see our Enterprise Licensing page, for details on our very affordable group licensing arrangements.
|
||||||||||||||||||||||||||||||||||||||||||||
|
|
Brochure (PDF) |
MCP
Suite 2007 Professional version
(Windows XP, Vista)
The next frontier of financial analysis. Build and analyze
portfolios using our stock index data or import your own. Stocks,
bonds, funds, annuities - whatever. Historical hypotheticals,
credit method ratings, and Monte Carlo projections.
Individual User: $700
first year
 |
Brochure (PDF) |
Minuteman
ETF Monitor/Rebalancing
(Internet only)
The first fully-automated system for building and managing ETF asset allocation
portfolios. Variance-based rebalancing handled entirely by software, manages
your client's risk every minute of every trading day. You must be an RIA to use.
Individual User: 0.5% - 0.35% AUM
|
|
Brochure (PDF) |
|
Income
Planning Suite (Internet only)
Two easy internet tools let you choose guaranteed payments or annual
withdrawals. Show using an EIA can meet retirement income needs for
pre-retirees as well as Seniors.
Individual User: $75 per
quarter
|
|
Brochure (PDF) |
EIAnalyst2007-Lite
(Internet only)
EIA credit methods performance can vary significantly. Will your
clients be disappointed? An easy to use tool for EIA analysis, comparison, and presentation.
Individual User: $50 per
quarter
|
|
Brochure (PDF) |
EIA
Credit Method Ratings
(Internet only)
Take a deeper look into indexed annuity historical performance with
our online Credit Method Analyzer. A
unique mathematical weighting of grades 'A' through 'F'.
Individual User: $9.95 per
month
|
|
Brochure (PDF) |
Comparison Grid: Compare All Software Products
30-Day Money Back Guarantee on select programs. Within 30 days of purchase, if you are not thrilled with your new MCP Suite 2007 Basic or Professional version software, you may request a full refund, less a $75 processing fee. We do ask that you first attend at least one live orientation/ training session or have viewed the pre-recorded tutorials and User Manual.