Nest Egg Software Download/Purchase
Try it before you buy it.
Put your credit card away - for now. We want to make sure the software
more that satisfies your needs before you buy it.
All versions of Nest Egg Software come with a 30-day free trial period. Simply download the software and you will have the full featured version to test out and use. No feature limitations here - this is the fully functioning version.
Once you download and install the software, you will see a "Buy Now" button at the top of the software. If you chose, you can buy it anytime after you have downloaded and installed it, up to 30 days.
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Thank you for your interest in Nest Egg Software. We offer two versions of the software: "Consumer" and "Financial Advisor."
The two versions are similar except as noted below:
Consumer
- Allows one "Account" but as many Scenarios as you would like for that account. The "Account" is usually the name of the person, either you or the name of your client.
- The single software licence allows the consumer version to be installed on one computer using Serial Number Key (SNK).
Financial Advisor
- Allows an unlimited number of Accounts as well as an unlimited number of Scenarios with each account. The Financial Advisor version allows the Advisor to manage and maintain all of his/her clients in one single software licence.
- Allows a single user to install the software on up to 3 different computers using the same SNK.
- Includes Premium Support
Both versions allow a 30 day free trial, with full features and functionality.
What Others are Saying
“I'm amazed at how this strategy resonates with my clients. Nest Egg Software has given me the edge to separate myself from the competition.”
~ Cole R - California
“This software allows me to easily paint the long-term picture for my clients. With a good long-term plan, my clients seem less worried about volatility and more content with a solid strategy.”
~ Michael M. - North Carolina
“I'm very happy with the software. It's so easy to use and understand that my assistant handles all the data input and case prep, freeing up my time to see the people.”
~ Graham T. - Texas
