Software Discounts
Capture-n-go
- NAPFA’s partnership with Capture-n-go will make it easier to keep track of receipts and business cards for new contacts. Capture-n-go is a web-based service that allows you to track travel expenses, create expense reports, and even scan business cards for contacts. It is made possible through a simple application for your smartphone.Capture-n-go is making their service 100% free for NAPFA members! To learn more and get started go to https://www.capturengo.com/promo/NAPFA.
ExecPlan Express - NAPFA Members will receive a free 6 month subscription of Sawhney Systems professionally acclaimed financial planning software, ExecPlan Express. Contact: Robert Fourman
(800) 850-8444 ext. 108 robertf@sawhney.com
i365 - 15% off all recurring fees, installs and plug-ins. Remember to reference NAPFA.
Contact: Jeff Aaron jaaron@i365.com (212) 624-4158
Integrate 2000 - Receive 15% off the initial purchase of $1600 for the software ($240 value). This discount does not apply to any other special offers, annual maintenance fees, and additional users, training classes or software.
Contact: Sherry Carnahan sherry@integrate2000.com (866) 320-0861 ext. 3
IPS AdvisorPro® - An award-winning, web-based technology tool for creating and managing fully customized Investment Policy Statements (IPS). Every IPS will reflect your firm’s philosophies and practices, as well as the unique circumstances of each client. Plus, any changes to your firm’s investment policy can be broadcast to all previously created IPSs with one click. IPSs are not only a "best practice" in private wealth management; they can also be a crucial form of legal protection, and an effective marketing tool, as well. NAPFA members will receive a 20% discount for their first year off of the retail price of IPS AdvisorPro® by using the discount code NAPFA_20.
For more information on this partnership read the current fact sheet, contact sales@ipsadvisorpro.com or visit www.ipsadvisorpro.com
Junxure - Junxure is proud to work iwth NAPFA-affliated firms and is happy to offer a discount. Give them a call at (866) JUNXURE (586-9873)
Kiplinger's Your Family Records Organizer - Regular Price is $24.95. the discounted rate for NAPFA members is $10.95 and can be purchased directly from the Kiplinger's store. Please visit Kiplinger's.
Money GuidePro
MGP Pricing:
MGP Pricing:
- Solo Practitioner - Annual license to MoneyGuidePro - $1295 List Price. We are offering NAPFA affiliated advisors special pricing of $1095 per year (a $200 discount).
- RIA Teams -
Contact Information: MoneyGuidePro Sales & Support 1.800.841.5312
Morningstar - NAPFA is pleased to announce the offering of additional Morningstar solutions to NAPFA professionals. Now, Morningstar tools can support virtually every area of an advisor’s practice -- prospecting, investment selection and planning, client management, and ongoing monitoring -- all while simplifying daily tasks.
Learn More..
Money Tree Software - 15% discount to NAPFA members on INITIAL PURCHASE ONLY. Renewals are at regular price or it could be bundled at a reduced rate. Contact: info@moneytree.com
(877) 421-9815
PreciseFP - PreciseFP™ is a non-proprietary online client questionnaire that allows the financial advisor to receive, modify, export/import (MoneyGuidePro, Money Tree, and others), and achieve client data to streamline office practices, access data for other uses, and maintain standards of compliance. 15% discount to NAPFA members on FIRST YEAR ONLY (use promo code "NAPFA") Contact Don Whalen at whalend@spectruminput.com or visit their website at www.spectruminput.com
ProTracker Advantage® - Receive 15% discount on the first year license fee.
To discuss ProTracker Advantage, a client relationship management system designed by fellow NAPFA member Warren Mackensen, contact us at: sales@protracker.com
(603) 926-8085
To discuss ProTracker Advantage, a client relationship management system designed by fellow NAPFA member Warren Mackensen, contact us at: sales@protracker.com
(603) 926-8085
