Editions

There are two editions of the American Dream PlannerTM for WindowsTM.

  • Academic Edition
  • Advisor Edition

There are two editions of the American Dream PlannerTM for AndroidTM.

  • Single-Client
  • Multi-Client

The only difference between versions is in the number of client records that can be analyzed.

  • The Advisor Edition includes unlimited client records. It is intended for the professional advisor.
  • Academic Edition includes 50 client records which includes the sample client. This edition is available only through approved educational institutions. The Academic Edition can be upgraded at any time to an Advisor Edition.

All WindowsTM versions:

  • Can create an unlimited number of scenarios for each client record which can be compared side-by-side.
  • Can share information (encrypted import/export).
  • All features and functions are completely integrated with no additional modules to purchase.

The software for AndroidTM has most but not all of the features and functions of the version for WindowsTM.   The Single-Client version for AndroidTM is intended for the non-professional to enter their own information, develop budgets and long term planning goals.  The Multi-Client version for AndroidTM is intended for the professional advisor who wants the core functionality of the version for WindowsTM but in a phone/tablet format.

All AndroidTM versions:

  • It will accept an unlimited number of investments, income, expenses (fixed or recurring), retirement, real property, insurance and business interests.
  • All items of wealth have individual begin/end dates and rates of growth.
  • All information can be shared (encrypted and password protected) with others using the application.
  • The Single Client version for AndroidTM is limited to one client record.
  • The Multi-Client version for AndroidTM allows for unlimited client records.
  • All features and functions are completely integrated with no additional modules to purchase.