Support and Updates

Support and Updates

Practice Builder User Updates Support Tips Support Review

Welcome to Practice Builder Financial Support and Training. This area is to enhance the support services we provide. Our support solutions for our customers range from addressing the needs of our customers and their systems to providing resources to help you obtain the highest level of success with Practice Builder products.

Practice Builder - Annual Support and Maintenance -

For a Limited Time, we are extending to our existing users the opportunity to save by prepaying the Annual Support and Maintenance and "lock-in" at this special rate for any number of years ahead! Complete the form below, indicate the number of years you wish to prepay and fax the form back to us before May 15th.

Telephone Support updated users are offered unlimited access to our support staff we understand your challenges, and have the skill and experience to quickly and effectively address your support needs. Call: 800.666.1656 ext. 5, Monday-Friday, 8:00 am-4:30 pm EST

Email and Fax Support issues that don't require immediate attention. Users are offered both email and fax options. Simply send us information describing your problem, and our support team will forward the resources you need to solve it. If phone follow-up is required, we will schedule a time that is convenient for you. Submit request, Email: Support@FinancialSoftware.com, Fax: 513.424.1589

Free Annual Support and Maintenance Renweal with Builder Suite’s Referral Program

For every referral who purchases a Builder Suite System, the nominator will receive 50% off their next Annual Renewal. Accumulate referral purchases and you will enjoy FREE renewals. That means if two of your referrals purchases your next Annual renewal will be FREE, if four referrals purchase you will receive the next two Annual Renewals FREE and so on, and so on. This is a value you can’t pass up. Referral Form

Annual Renewals - our annual renewal Support & License Agreement includes access to future releases of your software solutions, including the latest technologies, new features, technical fixes, and document updates. Download Update & review the latest enhancements.

Annual Support and Maintenance Renewal Form

Trouble Shooting we have provided an area that contains documents to help answer questions that you may have. We will be adding more documents to this section when ever new topics are brought to our attention. If you have a question that you'd like to see answered here, please Submit Your Question.

Support Tips - These tips have been compiled from the records of our Support and Development Team as they have worked with thousands of advisors from all areas of the country. Check out the list of quickly answered questions that will help you implement and use Practice Builder on a day-to-day basis. This list is provided in PDF format. We are also pleased to provide our Support Tips in Macromedia FlashPaper.

Get Your Marketing Started - Use our five step marketing guideline on how to get started with the Practice Builder Marketing Module.

Frequently Asked Questions - Our prospects have found this to be a valuable asset to their knowledge of the Practice Builder purchasing decision making.

Our support team prides themselves on customer satisfaction.

We our happy to continually receive rave comments from our customers. Our Senior Support Specialist, Lea Pence, is frequently sent complimentary emails, calls, and cards. Lea has such a great following that we have customers taking her out to lunch when they come to town. The latest compliment came from user, Randall J. Bemis:

I'm writing to you specifically with respect to the ongoing service I have received from your tech staff, Ben and Lea Pence. I've spoken with Ben on several occasions and he has always been technically sharp, polite and most understanding of my weak computer literacy.

Lea, however, has helped me on many occasions and has rescued me from various blunders that have "crashed" my program. She is ALWAYS extremely friendly and patient and I've been amazed by her facility with the Practice Builder program and her ability to get me out of trouble! When I think of Practice Builder, I think of Lea . . . she is the individual who personifies your company to me, and I value the ability to call Lee when I get in a "bind".

Thanks for everything (especially Lea), and keep up the good work!

Randall J. Bemis

Wealth Mark One Financial

Woodland Hills, CA

If your servers went down now could you get your business-critical data back TODAY?

Not if you have a tape-based or other off-site media backup systems like so many other financial companies. You could if you used an online data protection solution from EVault - the trusted experts in online backup and recovery services and products since 1997.

EVault’s online data protection solutions are easy and automatic to install and manage, providing you more secure and reliable backup and recovery than a tape- based or other media backup system. EVault has sold its data protection solutions to more than 7,000 small to large-sized businesses including, over 700 financial institutions. EVault can provide you with a complete range of online products and managed services to suit your data protection needs including online backup and recovery, data and email archiving, high availability, disaster recovery testing and professional services. EVault’s online data protection solutions use your existing Internet connection to get your business-critical data off-site to a secure data center and don’t require the purchase of any software or hardware.

Best of all, special offers are available for Builder Suite Users. Don’t spend another day unprepared for the risks of disaster. If you would like to contact EVault please fill out the attached referral form.

Home l Privacy Policy l Compliance l System Requirements

Purchase l Contact Us l Demo