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J&L Financial Planner FAQ

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Do you have to renew the subscription each year? If not how do you get new updates?

There are no yearly maintenance fees. There are no yearly updates. There are no subscription fees. If the financial planner needs to update a table you will be notified by email and the update will be made available to you at no cost. If a problem with the program is uncovered it will be fixed and you will be notified by email and the update will be made available to you at no cost.

If a new version of the program is released and you have purchased your version within 3 months of the time of the new release you will be notified by email and the new version will be made available to you at no cost. If it has been longer than 3 months there is a nominal fee for the upgrade to the new version.

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Does the tool allow the firm/representative to put the name and address of the rep on a cover sheet?

You can edit the 3-line report title so each scenario has a unique 3-line title.  This can be used to incorporate your firm's name and address. You can find this under the Report/Report Options menu item. The planner will also allow an optional user defined header, logo, and watermark on each page of the report.

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How many clients can I maintain with the professional version of the financial planner?

There is no limit on the number of clients. You are limited only by the storage space you have available. Each client is represented by a scenario which in turn is saved to a disk file. The disk file is a fixed size based on the version you are using.

Each client's scenario(s) should be saved with a unique file name.

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How many accounts can I create with the professional version of the financial planner?

All 3 versions of the financial planner allow 50 accounts per client.

Note: The software considers an account one of the client's financial instruments, such as an IRA, a single stock, or a mutual fund.

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How long has J&L Software been in existence?

J&L Software LLC has been in business since 1983. Originally located in the Silicon Valley area of California, we moved to the Washington, DC area in 1995. From 1983 until 1999 J&L Software LLC produced business software and provided consulting services. We introduced the first version of the J&L Financial Planner in 1997. In 1999 we stopped the consulting side of the business to devote full time to the development of our financial and retirement software programs and tools.

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