Pricing Per Advisor
Multi-advisor, enterprise, membership, and association discounts are available. For details or to purchase, contact us.
Best Value
TOTAL
$1,345
Per Year
Goal Tracking
Cash-flow Tracking
What-if Analysis
Report Audit Trails
Compare Our Editions
Silver
TOTAL
Big Picture Planning in under an hour
Silver
TOTAL
Goal based planning pre-retirement
Silver
TOTAL
Optimized data inputs
Silver
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Increased speed of plan creation
Silver
TOTAL
Simplified option scenarios for What-if analysis
Silver
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Supports complex cash-flow and goal based planning for high net-worth individuals
Silver
TOTAL
Give planners complete control and has many customization options
Silver
TOTAL
Option for more detail and fine tuning available in order to generate more precise and comprehensive reports
Silver
TOTAL
Verify results quickly using the report audit trails, where every number can be broken down and reconstructed
Silver
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Robust tax model that can be easily customized
Silver
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Data integration-Act 4 Advisors, Albridge, Aqumulate, Morningstar, Redtail, Wealthbox, and Veo
Silver
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Advanced options and variables on What-if
Silver
TOTAL
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