Introduction
If you’ve already downloaded and you need to Install the software on your computer, please do so by following the Getting Started guide.
Please follow this guide to determine which edition and version of software you should download, install, and use to Create Your First Financial Plan.
Compatible Operating Systems
The software is available for Microsoft Windows. Please use the descriptions below to help you determine which operating system you have on your computer.
Windows
The software is compatible on Microsoft Windows 7 or later. To determine exactly which version of Windows operating system you have, please follow Microsoft’s guide about Which version of Windows operating system am I running?
Compatible Microsoft Excel Versions
The software is available for Microsoft Excel 2016 (32-bit or 64-bit) or later. To determine exactly which version of Microsoft Excel you have, please follow Microsoft’s guide About Office: What version of Office am I using?
Filiphant Editions
There are two (2) editions of software: Filiphant® Household and Filiphant® Professional. Please use the descriptions below to help you determine which edition of software to download.
Household
Filiphant® Household is for personal use by one household on one computer with Microsoft Excel, which may be downloaded at:
Professional
Filiphant® Professional is for financial advisor or planner use for unlimited households on one computer with Microsoft Excel, which may be downloaded at: