Pricing Per Advisor

Multi-advisor, enterprise, membership, and association discounts are available. For details or to purchase, contact us.

Silver

$495

Per Year

Goal Tracking
Big-Picture

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Best Value

TOTAL

$1,345

Per Year

Goal Tracking
Cash-flow Tracking
What-if Analysis
Report Audit Trails

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For Multiple Users

Custom

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3+ users
TOTAL

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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
TOTAL
Increased speed of plan creation
Silver
TOTAL
Simplified option scenarios for What-if analysis
Silver
TOTAL
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
TOTAL
Robust tax model that can be easily customized
Silver
TOTAL
Data integration-Act 4 Advisors, Albridge, Aqumulate, Morningstar, Redtail, Wealthbox, and Veo
Silver
TOTAL
Advanced options and variables on What-if
Silver
TOTAL

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