FPP
Phone: (800) 321-3028
Hours: Mon-Fri, 8 - 5 (PST)
E-mail:
Call our toll-free number for installation assistance and
technical support for Financial Planning Professional (FPP)
software. Our experienced technicians will assist you with
questions about the operation of the program, its use with your
computer, and FPP's utilization in financial planning.
Prospective clients evaluating the demonstration software
and members that have purchased the program and who are actively participating in the Extended Maintenance
and Support Program (EMSP) are eligible to receive toll-free
technical support. We ask that you be at your computer
and prepared to provide the version you are using before
describing your question.
Check license status
NorthStar
Phone: (408) 984-8134
Hours: Mon-Fri, 8 - 5 (PST)
E-mail:
Just a phone call away, our technical support staff can answer
questions you may have about any of the steps of creating a
financial plan using NorthStar, including:
-
Registering at our web site
-
Entering data in the Client Questionnaire
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Generating a Preview
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Editing data
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Approving a plan for production and shipment
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