Investment Plus: Order

Order Investment Plus Today! To place an order, please print and complete the Software License Agreement.

Printing the Software License Agreement requires the the use of Acrobat Reader. If you do not have Acrobat Reader, you can download it from this site.

Standard Software License Agreement
To print the Software License Agreement for Investment Plus, click here.

Return the signed Agreement to use by fax at 904-399-0519 or by mail to P.O. Box 47140, Jacksonville, FL 32247.

Custom Editions:
If you are affiliated with a company that provides a customized edition of InvestmentPlus, select your company affiliation from the box to print an Order Form in Adobe Acrobat. Many custom editions require placement of an order through the Home Office.
Shipping:
Once a properly completed Order From is received by us, your order will be processed and you will be provided with the necessary information to download Investment Plus. You may also request to have a CD shipped to you via 2-day Federal Express. An invoice will be mailed separately for license fees.

Demonstration Kit:
We encourage you to review the Investment Plus Demonstration Program before ordering. The Demonstration Program can be downloaded from our site.

Wealth Management Slides
The Wealth Management Slides contain 30 different slides explaining the basics of Allocation, financial planning, and investing. Perfect for making professional presentations to your clients. Full-color slides are in the easy-to-use Microsoft® PowerPoint® format. Also provided is a complete script booklet containing bulleted discussion points and the full source of the data behind each slide. From historical performance to diversification concepts, the Wealth Management Slides make educating clients incredibly easy.

Slides in the set include:

How Long Will Your Retirement Assets Last?

Benefit of Long-Term Saving

Diversification Concept

Suitable Portfolios

Tax Deferred Long-Term Investing and Style Investing.

Available for $49.95 (CA, NY, UT, MA add sales tax).

To print an order form for the Demonstration slides,click here Complete and return it to SunGard by fax or mail.

Demonstration Slides
Our demonstration Slides, "The Rewards of Multiple Asset Class Investing," Illustrate that broad diversification not only reduces risk, it simultaneously improves long -term returns. Developed with Roger Gibson, these slides are available in Microsoft® PowerPoint®.

For more information, please call 801-955-0705.

Available for $99.99 (CA, NY, UT, MA add sales tax).

To print an order form for the Demonstration slides, Click here Complete and return it to SunGard.