Add Software to your Subscription

To add either FundingPro™ or SettlementPro™ to your existing subscription, please contact our customer care team at (800) 300-0431 ext. 1 or We will work with you directly to coordinate your subscriptions and to issue you member passwords for your new software system.  We look forward to speaking with you.

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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.