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Upgrade from FM2022 PRO to FM 2024 ADVISOR

General questions about using Fund Manager that do not fit into any other forum.

Postby Arrow » Sun Dec 03, 2023 5:19 am

Hello Mark,

I would like to ugrade from FM2022 PRO to FM 2024 ADVISOR version.

1. Is it correct to select in the online order form the "Advisor from Professional" option
that costs $ 1350.00 ?

2. Which steps should I follow for the upgrade so that I don't lose anything I've already
inside in my FM 2022 PRO ?

Thanks in advance for your answers.
Arrow
 
Posts: 34
Joined: Wed Apr 29, 2020 3:40 am

Postby Mark » Sun Dec 03, 2023 9:51 am

Hello Arrow,

Thanks for your upgrade plans.

1) Yes. Order 1, "Advisor from Professional" under the "Upgrade to Fund Manager 2024 License" section for $1350.

2) The main thing is to just make sure you don't uninstall your current version. Just simply download/install the new version right over the old, without uninstalling anything. All your data/settings will transfer. FM 2024 uses a new file format compared to all prior versions, so the first time you open your data in FM 2024 it will prompt you for permission to convert your data. Just say "Yes to All". We have a little bit more detail on the upgrade steps here.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
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Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


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