Examine the potential revenue streams below and see which ones might make sense to add to your business model.
Client Portal Subscriptions
Charging for the client portal that makes the lives of your clients easier and more transparent.
With our partnership program, a firm can sublicense the WealthDrive application and turn a cost item on the balance sheet into a revenue-generating income stream.
Anyone can be a consultant, but with WealthDrive we turn you into a true professional consultant that is organized, transparent, and can stay on task.
Enhanced Planning Fees
Knowledge and experience is very valuable when trying to plan for all of life’s adventures.
Proposals Generation Fees
If you produce proposals for other firms to win business now, you can charge for those proposals and turn a time-consuming practice into a revenue generator.
Investment Management Fees
Since our application is custodian and carrier agnostic, automated advice can be provided for these once unreachable accounts. Since a billing module is built directly into the application billing these outside accounts can be accomplished.
Collect the highest level of insurance commissions paid to licensed professionals for Life, Annuity, Disability, Long Term Care, etc.
There are businesses that are just true marketers and now we provide a way to monetize that experience and acumen.
Business Turn-Around Specialist
Using our application, a professional can go into a business and turn it completely around in an orderly, well-defined approach to succeed.
WealthDrive provides a plethora of potential revenue sources for any firm. Our application keeps the process of adding revenue sources organized, manageable, and automated. This adds revenue while not reducing valuable time. If there is a scenario not mentioned above, we would love to hear from you.