Captool multi-user licenses are restricted to a single site.
****Professional Level 4 Annual Renewal $2500.00
***Professional Level 3 Annual Renewal $1750.00
**Professional Level 2 Annual Renewal $1000.00
(Pro Level 1 is limited to solo entry-level advisors and must be upgraded
to Level 2 within 24 months of the original licensing) 
Share accounting for pooled investments starting at Level 3. This feature may be
subject to a surcharge based upon fund participants and assets.   
Click here for the fund accounting surcharge schedule.
Individual Investor is licensed only for personal, non-commercial, non-institutional use.  
See licensing terms for full details.

Shipping & Sales Tax

Shipping & handling (S&H) charges of $5 will be added to all Captool Individual and Global product orders. Shipping charges of $10 will be added to all other Captool orders. Washington State residents must add 8.6% sales tax. Orders to be shipped outside North America shall be subject to sufficient additional shipping charge to cover air shipment. Customer shall be responsible for all customs duties & fees.

Licensed Product: Captool software is licensed, not sold. Your  use of Captool is subject to the terms of the license agreement presented
upon your first use of the product. Click here to view current license terms.


Questions? E-mail info@software4advisors.com