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Order FactMaster Today! To place an order, please print the Order Form.

Get Adobe Acrobat Printing the Order Form requires the use of Acrobat Reader. If you do not have Acrobat Reader, you can download it from this site.

To print a Standard Edition Order Form, click here.

To print a Morgan Stanley Smith Barney Edition Order Form, click here.

After printing the PDF, complete the Order Form and return to SunGard Expert Solutions by fax at 904-399-0519 or by mail at to P.O. Box 47140, Jacksonville, FL 32247

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 FactMaster. You may also request to have a CD shipped to you via U.S. Postal Service Priority Mail. Please allow 7 -10 days to receive your CD.

Demonstration Kit:
We encourage you to review the FactMaster 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 by fax or mail.

  • Frontier Analytics - The Strategic Edge in Investment Software

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