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Calculator Package

Pricing: $0 set up fee; $50.00 quarterly fee

The Calculators package includes the following financial planning calculators:

  • Life Expectancy
  • Loan Amortization
  • Net Unrealized Appreciation (NUA)
  • Refinance
  • Required Minimum Distribution (RMD)
  • Roth IRA Conversion
  • Stretch IRA
  • Substantially Equal Periodic Payments
  • Taxable v. Tax-Deferred Investments
  • Time Value of Money

Contact Information

801.955.3169
wssales@sungard.com
Support Number
646.445.1004

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Packages

Click on the links for a description of each package:

  • Calculators
  • Asset Allocation
  • Sales Pro 
  • Advisor 
  • Advisor Plus 
  • Platinum

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