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 us by fax at (949)743-6315 or by mail at 2 Venture Suite 550, Irvine, CA 92618.

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 executed Software License Agreement is received by us, your order will be processed and a new user kit will be 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 Kit before ordering the software. The kit demonstrates the main features in Investment Plus and Simulation Plus. The kit can be obtained free of charge through this web site, or by calling us at (949)743-6363 or (801)955-3113.

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 Demostration slides,click here Complete and return it to SunGard by fax or mail.

Demostration Slides
Our demostration 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 (949) 743-6363 or (801) 955-3113.

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

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