Is the license a one-time fee, or are there recurring costs?

The license fee is a one-time charge.  We do not charge annual or recurring subscription fees for the program, but to maintain access to the online features you must be using the current major version or have upgraded within the last 2 years.  When you purchase a Fund Manager license, that license is specific to a major version, and you can use that version forever, without any recurring costs to keep using your purchased version.  All minor updates to your licensed version are free.  About every 2 years we release a major update.  If you want to use the new version and keep access to online features you can upgrade your license for the "Upgrade" fee.  You do not have to purchase an upgrade.  You can continue using your licensed version forever (without online features) without any recurring fees.  Whenever you purchase any license it includes access to the online features for 2 years from the date of purchase.

Online Features:  To utilize features that connect to the internet, like price and transaction retrieval, you must be using the current major version or have upgraded within the last 2 years.  This means in order to maintain constant access to price and transaction retrieval you would need to purchase an "Upgrade" approximately every 2 years.

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