Home
Demo
Pricing
Product
Support
Research
Contact
Links
About
Site Map
SearchLook for
Home
 

Get in Touch!
(800) 229-5080

 
  Brochure  
  Reports  
  Product Info  
  Price Calculator  
  Demo Request  
  Feedback  
  Support  
  Contact Us  
  Research Center  
  Download Brochure  

 





Sample Configurations


These sample configurations are for illustration purposes only. MasterPlan can be configured any way you like!


MasterPlan Adjusts to Fit Your Needs

Organizations of all sizes will appreciate MasterPlan's flexibility in configuration. The program can be configured to run from as few as one computer to as many computers as a server can handle. Below are some examples representing possible configurations, but please be aware that MasterPlan can be used on any number of computers and in any working environment imaginable. For your convenience, we have included a Price Calculator to give you instant quotes for your company's individual configuration.

Sample Configurations
#
Description
Price
1
Standalone Version, 1 Professional, 1 Site, 6 Months Standard Maintenance
$995
2
Network Version, 3 Professionals, 1 Assistant, 1 Site, 1 Year Standard Maintenance
$2,745
3
Network Version, 1 Professional, 1 Site, 6 Months Standard Maintenance
$1,245
4
Network Version, 2 Professionals, 1 Site, 6 Months Standard Maintenance
$1,620

Annual Maintenance Fees (Includes Support & Updates)
#
Description
Price
1
Standalone Version, 1 Professional, 1 Site, Standard Maintenance
$500
2
Network Version, 3 Professionals, 1 Assistant, 1 Site, Standard Maintenance
$1200
3
Network Version, 1 Professional, 1 Site, Standard Maintenance
$600
4
Network Version, 2 Professionals, 1 Site, Standard Maintenance
$850

 

Example 1: One Professional User, No Network, 6 Months Support
In this example, there is only one site with one financial planner. For purposes of calculation, this corresponds to one "Professional User." Note that this user can have MasterPlan installed on as many individual computers as he or she likes (i.e. on his or her main computer, a computer in the conference room for showing clients, and an installation on a laptop). Also note that the Maintenance Fee unit prices have been adjusted for the six month term of contract. After the six months of included support, the Maintenance Fee for this configuration would be $500 per year. Remember that tax law changes every year, and an annual upgrade is therefore required to plan for that tax year.

  Quantity $ Per Unit Subtotal
Licensing Fees
Office Sites 1 $495.00 $495.00
Professional Users 1 $250.00 $250.00
Assistant Users 0 $100.00 $0.00
Network Installations 0 $200.00 $0.00
 
Maintenance Fees for 6 Months
Program Update (per Site) 1 $125.00 $125.00
Supported Professional Users 1 $125.00 $125.00
Supported Assistant Users 0 $50.00 $0.00
Network Support 0 $50.00 $0.00
 
Subtotal $995.00
CA Tax Total $0.00
TOTAL (Includes 6 Months Maintenance) $995.00

 

Example 2: Three Professional Users, One Assistant, One Network, One Year Support
MasterPlan excels in a networking environment. When more than one financial planner is working from the same office site, it is often convenient to set up a network of computers so data can be shared more easily. In this example, there are three financial planners working from the same location. Because these three are such busy people, they also employ someone that accomplishes various tasks for them, including entering data into MasterPlan or running reports. This is called an "Assistant User." The most important qualification for an assistant is that he or she does not have a financial planning degree and uses MasterPlan only as an aid to the Professional Users. To simplify accounting, this organization opts to pay for an entire year of support up front.

  Quantity $ Per Unit Subtotal
Licensing Fees
Office Sites 1 $495.00 $495.00
Professional Users 3 $250.00 $750.00
Assistant Users 1 $100.00 $100.00
Network Installations 1 $200.00 $200.00
 
Maintenance Fees for 12 Months
Program Update (per Site) 1 $250.00 $250.00
Supported Professional Users 3 $250.00 $750.00
Supported Assistant Users 1 $100.00 $100.00
Network Support 1 $100.00 $100.00
 
Subtotal $2745.00
CA Tax Total $0.00
TOTAL (Includes 12 Months Maintenance) $2745.00

After the included year of support, an renewal of the Annual Maintenance Contract would cost $1,200. This includes the annual upgrade required for the new tax law.

 
Quantity
$ Per Unit
Subtotal
Recurring Annual Maintenance Fee
Program Update (per Site) 1 $250.00 $250.00
Supported Professional Users 3 $250.00 $750.00
Supported Assistant Users 1 $100.00 $100.00
Network Support 1 $100.00 $100.00
 
Subtotal $1200.00
CA Tax Total $0.00
TOTAL (Includes 12 Months Maintenance) $1200.00

 

Copyright © 2007, 2008 MasterPlan Financial Software. All rights reserved.