Pricing for Financial Advisors

A pricing plan to suit your requirements. Starting at just $309/month.

INDIVIDUAL

$309

Per advisor per month
Annual subscription, paid monthly

No set-up fees
Up to 500 Clients
Unlimited Retirement Check-ups

SMALL BUSINESS

$285

Per advisor per month
Annual subscription, paid monthly

2 to 10 Client Advisors
No set-up fees
Up to 5,000 Clients
Unlimited Retirement Check-ups
Corporate Branding

MAJOR PRACTICE

$259

Per advisor per month
Annual subscription, paid monthly

11 to 50 Client Advisors
No set-up fees
Up to 25,000 Clients
Unlimited Retirement Check-ups
Corporate Branding

Can't decide what works best?

Get in touch with us to discuss the best options for your busines.