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While you evaluate MasterPlan, you are a Temporary Client
with access to supportand all of our web features.
To help
you to better evaluate MasterPlan we can arrange a
Web Conference.
Get the real thing. Then call
for a walk-through. Talk a person who really knows how to apply MasterPlan
to the problems that professionals face every day. This not only provides
an excellent overview of the capabilities of MasterPlan, but demonstrates
how to use the program, answers your particular questions and concerns,
and is a sample of our excellent service.
A CD-ROM containing (1) the program and sample
data and (2) sales literature through the mail. OR An email containing
download links plus sales literature through the mail.
Yes, and we also provide sample client data
for you to play with. Moreover, you can produce any of our standard outputs
with the demo.
30
uses or approximately 45 days, whichever comes first. Please note it is
a single user version, not a network version. If the demo should expire
before you have had adequate time to evaluate it, we can renew it over
the phone.
Yes,
we treat you very much like a customer while you are evaluating our product
and service. Call if you have any difficulty or questions.
Anyone who is a potential user, reviewer, dealer, or a student getting
a financial degree or certification. (Individual investors and others
only by special permission.)
Generally, yes, and in the business of providing all or part of a financial
plan to your clients. We understand that some financial professionals
do business under their own name or even from their homes. Please indicate
if that is the case; otherwise, indicate your business affiliation. If
you are leaving to establish your own business and are investigating software
to support that activity, we understand and will take care not to embarrass
you. We don't generally provide MasterPlan demos to individual investors
or, of course, to the competition. If you are a consultant, please call.
We treat such situations on a case-by-case basis. If you are assisting
someone else, please indicate who that is in the appropriate field.
After submitting this form, a confirmation page will appear to
verify your request. You also will be sent a confirming email !
Please
enter a good contact number so we can find out whether you wish a CD-ROM
or an email containing download links!
Information you provide will be kept confidential. This
information helps us to serve you better, helps us with market research,
and to evaluate our website and advertising.
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