Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
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Is the license a one-time fee, or are there recurring costs?

The license fee is a one-time charge.  We do not charge annual or recurring subscription fees.  When you purchase a Fund Manager license, that license is specific to a major version, and you can use that version forever, without any recurring costs to keep using your purchased version.  All minor updates to your licensed version are free.  About every 2 years we release a major update.  If you want to use the new version you can upgrade your license for the "Upgrade" fee.  You do not have to purchase an upgrade, you can continue using your licensed version forever without any recurring fees.

In addition to free minor program updates, we also provide updates to the quote and transaction modules.  These modules are for retrieving prices from quote servers on the internet, and retrieving transactions/positions from your broker.  Occasionally a quote server or broker changes something, making it necessary for us to update these modules.  We provide these updates for free for the last 2 major versions.  We never purposely shut off or disable a quote server or broker interface, but if one stops working it may require an update from us.  If you want to continue receiving free quote and transaction module updates you must be using one of the last 2 major versions.

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