New Year's Sale - Save 20% on New Software Subscriptions
Now through January 3rd!
Use coupon Code "Cheers2020" when Ordering Here

FundingPro are SettlementPro™ are fully integrated to to share data and leverage efficiencies. The software systems are designed to work together to automate the estate planning process from funding, through maintenance, into death and disability administration. Start the new year and the next decade with increased revenues and improved client services. Coupon applies to enrollment fees only and cannot be combined with other offers. 

Questions or want to see a demo? Contact us today 1-800-300-0431 ext. 1. Offer ends January 3rd, 2020. 


Happy Holidays to you and yours and our best wishes for a prosperous New Year!

© 2020

The experienced and knowledgeable team at Advanced Planning Solutions, LLC design and pioneer 
the estate planning industry's most robust and cutting-edge software systems since 1998.