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FREE Personal Data Organizer

Financial Planning Client Software

Download Here


  • Download this program by clicking on the “Download” button above.

  • Save the file in a folder (or anywhere that you will be able to find it again). Usually somewhere like the “Desktop” or “My Documents” is good. The later browsers will bring it into a “Downloads” folder, which should work fine for your installation.

  • Right click on the .zip file and click on the “Extract to CompassFinancialFinance.zip”

  • Click to open the "CompassFinancialFinance"  folder.

  • Left click on the “setup.exe” program.

  • The installation should then proceed.



This program requires a Windows XP or above platform or virtual Windows XP or above platform to operate. We’re sorry, but we do not have this available for Linux or Apple based operating systems at this time.

For more information or to speak with a representative, call 1-800-510-8463 or email now

Licensed to offer individual and group products including life, health, disability, annuities and long-term care in New Hampshire, Vermont and Massachusetts. Securities offered through The O..N.  Equity Sales Company, Member FINRA/SIPC, One Financial Way, Cincinnati, Ohio 45242 (513) 794-6794. Investment Advisory services offered through O.N. Investment Management Company. For a prospectus please contact your financial advisor. Please read the prospectus carefully before you invest or send money. Investors should consider the investment objectives, strategies, risk factors, charges and expenses. The prospectus contains this and other information.


Compass Financial Group is a BBB Accredited Financial Service in Harrisville, NH