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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 Edition Order Form, click here.

After printing, complete the Order Form and return to Sungard Expert Solutions by fax at (949)743-6315 or by mail at 2 Venture Suite 550, Irvine, CA 92618.

Shipping:
Once a properly completed Order Form is received by us, your order will be processed and a new user kit will be shipped to you via U.S. Postal Service Priority Mail. Please allow 7 to 10 days to receive your order. NO RUSH ORDERS.

Demonstration Kit:
We encourage you to review the FactMaster Demonstration Kit before ordering the software. The kit demonstrates the main features in FactMaster. The kit can be obtained free of charge through our 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.

  • Frontier Analytics - The Strategic Edge in Investment Software

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