Member Discounts
|
Member Discounts
On the behalf of its membership, NAAIM has negotiated discounts on services and products used by active investment managers. Participating companies include:
Investment Management
 |
|
At Money Tree Software, we've been making software that financial planners have relied on for over two decades.
We also know you need versatility in your planning to work with different types of clients.
Money Tree Software has a full range of products to meet your clients' needs.
For a PDF of pricing information, please click here.
www.MoneyTree.com
15% off our list price. |
 |
|
www.IMS.MyWWsoft.com
Purchase for $395 less 30% before August 31st 2008, thereafter the NAAIM discount is 20% |
Marketing
Operations
 |
|
Fund Manager is portfolio management software to track all your clients' investments.
For more information, click here.
www.ConstellationTrust.com
1 Year Discount |
 |
|
Lucion’s powerful Paperless Office and File Management software is an easy to install, easy to use system which helps professional users get closer to the paperless office. FileCenter simplifies the redundant tasks of organizing, converting, and finding electronic files, while FilePDF and FileConvert provide a seamless way to convert, OCR, manipulate, and import your physical files into your file management system. With a single, clean interface and support for every kind of file, FileCenter brings all of your files together and gives you a bevvy of one-click tools: preview, convert to PDF, zip, encrypt, securely delete, open as a copy or new version, send via email, and send via email with on-the-fly conversion to PDF.
www.Lucion.com
Free Trial & 20% on All Products |
 |
|
Lucion offers Iron Mountain backups because Iron Mountain keeps a custody chain (audit trail) and therefore satisfies FINRA and SEC requirements for document and email storage. Go to http://www.ironmountain.com/digital/ and search for SEC to learn more. We are in discussions with Iron Mountain to obtain deeper discounts than the ones offered by Lucion. We will keep you updated!
www.IronMountain.com
Free Trial |
 |
|
Why all the fuss about backup? You’ve got a lot of important stuff on your computer like email, documents, spreadsheets, financial records, and other irreplaceable work. Unfortunately, computers are vulnerable to hard drive crashes, virus attacks, theft, and natural disasters, which can erase everything in an instant. Enter MozyPro: Mozy has made enterprise backup possible for everyone with its affordable, secure solution that’s simple to manage and even easier to use. All MozyPro accounts have a 30 day money back guarantee to make sure you love your backups. No more excuses, backup your data today. MozyPro backup retails for a monthly cost of $3.95/machine + $.50/GB for desktops or $6.95/license + $1.75/GB.
www.Mozy.com
15% Discount Applies to Both Desktop & Server Licenses and GBs |
 |
|
Fund Manager is portfolio management software to track all your clients' investments.
For more information, click here.
www.FundManagerSoftware.com
Free Trial & 20% Discount |
 |
|
NAAIM announces a NEW Professional Liability Program, which is exclusively offered through Liftman Insurance and underwritten by a company in the Hartford Financial Services Group. To receive a special 10% discount, be sure to mention that you are a NAAIM member. Policy highlights: Limits from $500,000 to $10,000,000+. Coverage for an insured's fiduciary liability to clients. Deductible choices start at $15,000. Coverage for punitive damages where insurable by law. Insurer rated A+ by Best's rating guide. Broad discovery clause. Coverage for wrongful acts committed anywhere in the world, regardless of where the claim is brought. Insurer cannot cancel policy except for non-payment of premium or deductible.
To obtain this coverage, additional information or a sample policy, contact:
Theodore Liftman Insurance, Inc.
101 Federal Street
Boston, MA 02110
tel 617-439-9595
fax 617-439-3099
Email: mark@liftman.comwww.Liftman.com
10% Discount |
|
|
|
