Pricing
Independent Advisory Firms
1 to 20 Advisors
Solo Advisors or Ensemble RIAs / Reps
$1000 / Login / Year
* Multiple Advisors can use a single login. Thats between you and your compliance department.
** Each Login has a 100 Active Household limit per $1000.
Reasons your Firm may get more logins
- Transparency: A history of who has done what and when can be seen by the firm and shared with the client.
- Corporate Wellness: A firm may want to dedicate and customize the look of an experience to match the company.
- Prospect Distribution: A firm using the Call-To-Action link may want to distribute among a team of advisors.
- ProBono: Firms may want to organize their ProBono efforts away from their pay clients.
- Planning: Firms may want more or all of their planners to have unique logins so as to serve more markets.
FAQs
What do I get with a paid login?
- Full Scenario Planning
- Create or Join a Team
- Unlimited "Total Support"
Can I keep the data in my Free Trial?
Yes. Your Free Trial is your premium license. There are no differences between the free and paid versions, only your ability to access.
