Silver and TOTAL Renewal Pricing


Discounted renewal pricing for current customers.

Renewal Pricing Information

Renewal pricing information is shown for a single advisor. Multi-advisor discounts are available. Request more pricing information, or a personalized quote using the form below.  

SILVER
Big-Picture Planning
 
 
$371
Online Edition
Per user

 
 
$195
Desktop Edition
Per device

Focus clients on what matters with Silver's big-picture plans. Discover shortfalls and highlight solutions. 

TOTAL
In-Depth Planning
 
 
$999
Online Edition 
Per user 

 
 
$700
Desktop Edition
Per device

Cover the planning needs for all  clients with TOTAL's goal-based and cash-flow-based options.

TOTAL
Single Approach* 
 
 
$649
Online Edition 
 Per user

 
 
$350
Desktop Edition
Per device

*If you are planning with a single approach, you can renew Easy Money or Golden Years separately.


This discounted renewal pricing is available for current customers.


Desktop vs. Online Edition Renewal Prices

The online edition carries a higher renewal due to the associated cost of cloud computing, requiring a network of dedicated remote servers located in a secure data center to store, manage, and process data rather than using your local personal computer for the desktop edition.

Renewal Quote

Get a personalized renewal quote or an eletronic invoice:

Fill out the form below to revieve a personalized quote or invoice to renew TOTAL. 

 

 

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