Frequently Asked Questions
Please find information below about the most frequently asked questions. If there’s a question you have that’s not answered below, please review our Support Guide or Contact us.
General Questions
Why use Filiphant?
Our software is available to home users to create their own DIY holistic financial plans that are usually only available to professional financial planners. Home users can understand their complete financial life in order to make informed financial life decisions for the future.
How do I get started?
Please follow our Getting Started guide.
Is investment advice available?
Filiphant does not directly provide investment advice. Our software assumes a generally accepted rate of return for investments that a user will obtain on their own or in consultation with their own advisor or with a Filiphant partner advisor.
Can I customize assumptions?
Yes, there is an assumptions sheet available that allows you to customize almost all assumptions used within the software.
Does Filiphant have access to my finances?
No, Filiphant does not have access to your personal financial information entered into our software. Your information stays local and secure on your own computer. Please review our Security page for more details.
However, if you do decide to work with a financial advisor, you may provide access to your household finances by sending your financial plan to your advisor, if you want.
License Questions
Is a free trial available?
Yes, a free trial is available with any of our products. Please Download any of our products and the free trial is directly available.
What does it cost?
We offer upfront, transparent pricing that’s listed on our Pricing page.
How do I purchase a license?
Please visit our Purchase page to buy a license.
Can I transfer my license?
Yes, if you’ve activated your license on one computer and later upgrade your computer for any reason, you are able to transfer your existing license to your new computer. Please contact support@filiphant.com to assist with the license transfer.
Is my purchase refundable?
Yes, please review our Refunds page for more details.