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Still not sure? Read our FAQ...

We've put together a list of the most common questions that we hear from Financial Professionals who are considering a purchase.

What is the CASE Managment System?

Do you provide training?

Is your product FINRA Compliant?

For the answers to these questions and more, click here


Contact BetaVest Sales

Our sales associates are also Practicing Financial Planners that use our products with real clients. Click above to speak with someone now.


SecurityMetrics for PCI Compliance, QSA, IDS, Penetration Testing, Forensics, and Vulnerability Assessment

Reality Investing...Made Simple
BetaVest's software and multimedia presentations allow you to communicate complex investment decisions to your clients in an "extremely clear and intuitive format." Select one of the products below to learn more.


Client Education Module (CEM)
Presentation Tool

Standalone version of the presentation "Understanding the Reality of Your Financial Future."

$495.00*
ORDER NOW BY MAIL/FAX
LEARN MORE


*Non-Refundable
There is a $195 Annual Subscription

CASE Managment System
Professional Edition

This fully functional desktop tool allows you to analyze client goals with ACTUAL historical data.

$1,495.00*
ORDER NOW BY MAIL/FAX
LEARN MORE


*30 Day Money-Back Guarantee
There is a $395 Annual Subscription


Private Label Your Software!

Do you have a company logo? You can add it into your CASE Management System software! Instead of showing the CASE logo or the BetaVest symbol you will see your own logo - even in the Multimedia Presentation and the Client Reports. Click below to view a sample PDF showing where your logo would appear in the software or just click Buy Now to order it today. Once your order is processed, you will receive an email containing Private Labeling Instructions or you can download the instructions here. The cost is $300.

Products HomeLogo Example


Personalized Client Brochure

Buy a personalized, print-ready brochure for your clients. It comes in three different styles. Click on each to view a sample PDF or select the one you want and click Buy Now. Once your order is processed, you will receive an email containing instructions on how your brochure will be delivered or you can download the instructions here.

Products HomeLake View
ComplianceBeach View
TestimonialsCompass View


Discount Package: Client Brochure & Private Labeling

If you are interested in both the Client Brochure and the Private Labeling you can order both today for a special combo price of $349. Just click Buy Now below to order today!


Time to Renew?

BetaVest can now process your annual renewal fee online. Just select the appropriate edition of your software - Pro, Summit, or CEM - and click "Buy Now".


System Requirements

  • Windows 7 (32 & 64 bit) / Windows Vista / Windows XP
  • 100 MB Free Disk Space
  • 128 MB RAM
  • Minimum 1024x768 Screen Resolution
  • Speakers
  • Internet Access for Product Activation