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Investment Analyst Upgrade Order Page
Select one of the PRODUCT UPGRADE OPTIONS.
Be sure to include the correct total of computers. Please call 412-606-9000 if you have any questions. We will be happy to assist you or take your order by phone. Restrictions apply. Please read Product Upgrade descriptions and call us if you are not sure whether you qualify for one of the Upgrade Options.

Current Product Selection:






2009 UAP Subscription
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Optional features
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Pro / Standard / Basic
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Product Upgrade Options
2009 UAP Subscription Learn more
To qualify, Analyst must have been purchased or upgraded in 2008, or you must have a 2008 UAP Subscription.
$95
Upgrade
Includes 2009 UAP - IF PURCHASED BEFORE SEPTEMBER 1, 2008
GREAT VALUE
To qualify, you must be the owner of a valid Investment Analyst license, purchased or upgraded between 2004 and 2007. If you purchased Analyst prior to 2004, please call for an Upgrade price.
$295
Additional Install
To qualify, Analyst must have been purchased or upgraded in 2008, or you must have a 2008 UAP Subscription.
.
$125
Transfer Registration to another computer $35
Select the number of computers,
including Primary Computer.
Limit 4 per each Prrimary license.

Please include each computer that will have Analyst installed. If Analyst will be installed on more than one machine, the upgrade cost is calculated, based upon the prices shown above for the first computer (primary license) plus an additional 40% of the UAP price or Upgrade price shown above for each additional computer. Analyst can only be upgraded on those machines that are included in this total. Purchases of Additional Installs only are calculated at $125 per computer.

Note: The cost of Optional Features that are added is not included in the above calculation. For example, if you add the Commercial Complete option, the cost to add is $295, regardless of the number of computers specified.


If you need Analyst licenses for more than one physical site or for more than 4 computers, special pricing applies.
Please call us for details at 412-606-9000.


Additional Options at Subscription Prices
These special prices are made available for those desiring to add options or upgrade to a higher level of Analyst. To add, check the box to the left of the feature.

Commercial Complete
The most comprehensive real estate data management tool available.
Sales Comparison and Cost Analysis.
integrated with Investment Analyst
Learn more
$295

Regular Price
$495

Unit Sales Analysis
Special discounting procedures for lot developments and condo projects
$100
Regular Price
$150

Upgrade Analyst one level
(Basic to Standard or Standard to Pro)
$150
Regular Price
$200
Upgrade Basic to Pro $300
Regular Price
$446
Analyst Manual/CD $35
Regular Price
$35
Note: If your present version of Analyst already has these Optional Features, do not add them again. They will be included automatically in your upgrade, except for the Manual. If you are not certain whether you already have these options or do not know when you last upgraded, please call and we can look it up.
Order Summary .......... .....





Number of Computers

TOTAL

Electronic Delivery Only

The prices shown here represent electronic delivery only. If you would like a Manual and CD, please select it from the options above. You can download the latest version of Investment Analyst at the Analyst Download page. When you install the new version, the newest features of Analyst will be disabled until you request a new Registration Code for each computer. This can be done from within the Analyst Worksheet.

Additional Users

Up to 3 additional users may be added - per license. The cost to add an additional user is $125, but when you upgrade or purchase the subscription here, the cost per additional user is reduced to as low as $38. Each additional user's computer will receive a Registration Code that authorizes Analyst to run on that computer. Additional computers must be located on the same physical site. The laptop or home computer of the registered owner also qualifies. Affiliates of the owner can qualify for a reduced price for their own licensed copy of Analyst, registered in their name. Please call us at 412-606-9000 for details.

Adding Optional Features

You may add any of the optional features above to your Analyst license. When added, these features will also be available to the additional computers specified above. An optional feature need only be added once. Any future upgrades to your version of Analyst will continue to include the optional feature. For example, once you have added the Commercial Complete option, all future upgrades to your product will include the Commercial Complete option.

Questions about your order

If you have any questions before you order, please email us at purchase@dcfsoftware.com or call us at 412-606-9000.

Thank you.


REFUND POLICY

We will replace any product that is received in damaged condition, or which was inadvertently ordered more than once. Financial Masterplan, Inc. does not refund payment nor grant credits for products which are returned for any other reason. Our products are accurately described on our site and you may review our products before purchasing by downloading the product and running it as an evaluation version for up to 30 days. And you may call us for additional information before you buy. We cannot approve returns on purchased material and all sales are, therefore, final. Thank you for your understanding.




 Investment Analyst Version Comparison

Feature, Function

Professional

Standard

Basic

Discounted Cash Flow Analysis

Yes

Yes

Yes

Capitalization Rate Development

Yes

Yes

Yes

Mortgage Equity Analysis 

Yes

Yes

Yes

Load Factors (used by Assessors) 

Yes

Yes

No

Tenant Capacity 

295

43

None
Gross Income Only

Expense Capacity 

270

17

None
Total Expenses Only

Vacancy Rates

15

3

1

Customizable Reports

Yes

Yes

Limited

Number of Reports Available

33

16

8

Automatic Lease Proration 

Yes

No

No

CAM charges 

Yes

No

No

Expense Stops 

Yes

No

No

Holding Period Up to 60 years Up to 60 years Up to 10 years

Unit Sales Analysis (lots, condos, etc.)

Optional

Optional

No





Copyright © 2008 by FINANCIAL MASTERPLAN, INC.

Telephone 412-606-9000
E-Mail to: fmi@dcfsoftware.com

CAPRATE CALCULATOR, CAPRATE XL, INVESTMENT ANALYST, ANALYST 98, ANALYST XP and COMMERCIAL COMPLETE are trademarks or registered trademarks of Financial Masterplan, Inc.


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