Auction Items - Financial Planning Software
Click on item for more information and/or to place a bid.
| # | Item | Value | Current Bid |
| 1 | 12 Month PlanPlus Planit Subscription Package (formerly Web Advisor) | $1,900 | $1,000 |
| Donor: PlanPlus PlanPlus, an award-winning Global innovator for financial planning software and training is offering a 12 month fully paid subscription of PlanPlus Planit, including a 12 month subscription to FinaMetrica Risk Profiling and PlanPlus Planit Introductory and Advanced Classroom Training. Read more here | |||
| 2 | NaviPlan Standard Offline Financial Planning Software | $600 | $150 |
| Donor: EISI Financial Software A 12 month subscription, to begin before December 31, to Naviplan Standard Offline Financial Planning software designed to help you build more profitable client relationships. | |||
| 3 | oneSource, The Financial Planner's Search Engine | $930 | $150 |
| Donor: CCH oneSource oneSource is the only keyword searchable Wealth Management database designed exclusively for you - the financial planning professional. | |||
| 4 | VisionWorks Life-Planning Software | $750 | $550 |
| Donor: VisionWorks, Michael Curtis A one-year license for VisionWorks, the interactive E-Learning CD and Workbook, and a copy of the book Client-Centred Life Planning. | |||