Software

Pricing

There are software pricing plans for professionals vs individuals. Find the plan that is right for you.

Pricing Plans

Professional Pricing

Professional-based pricing is for any business or individual that wishes to use the software for their clients.

Pricing Plans

Individual Pricing

Individual-based pricing is for individuals and their families only and cannot be used for clients.

Professional Pricing Plans

Professional-based pricing is for any business or individual that wishes to use the software for their clients by providing a custom client portal.

$99/mo

Basic Plan

Core CRM Features

N

CRM 360

N

Calendar

N

Inbox

N

Pipeline Management

N

Proposal Generation

N

Automation Center

N

Includes 10 Users

$299/mo

Pro Plan

Advanced Functionality

N

Everything in Basic plus:

N

Event Management

N

ChitChat Messaging

N

Telephony

N

Video Conferencing

N

24/7 Dedicated Support

N

Includes 10 Users

$549/mo

Premier Plan

Complete Office Suite

N

Everything in Pro plus:

N

Human Resources

N

Account Aggregation*

N

Robo-Advisor

N

Financial Planning Suite

N

Invoicing & Billing

N

Includes 15 Users

*One-time per advisor charge applies for the ability to sync all client accounts using advisor credentials.

Inquire About Corporate Pricing

Individual Pricing Plans

Individual-based pricing is for individuals and their families only and cannot be used for clients.

$29/mo

Basic Plan

 

N

CRM 360

N

Calendar

N

Account Aggregation

N

Document Vault

N

Up to 6 Family Members

$59/mo

Advanced Plan

 

N

Everything in Basic plus:

N

Investing Signals

N

Financial Plan

N

Retirement Plan Advice

N

Dedicated Support

$249/mo

CFO Plan

 

N

Everything plus:

N

Investment Advisory

N

Insurance Advisory

N

Quarterly Meetings

N

Unlimited Support

Help finding the right plan for you?

FAQ

Frequently Asked Questions

Can you change plans at anytime?

Yes, you can change plans at anytime as long as you are going to a higher plan.

Do you offer custom pricing?

Custom pricing under certain circumstances is available. Certain restrictions due apply.

Is the robo-advisor WealthDrive or would it be my firm?

The robo-advisor would be your firm utilizing our technology. The indicators, folios, and models would be based on your business model. 

Do you offer a free trial of the software?

We offer a demo of the application, but do not offer a free trial.

Do you offer sub-leasing?

There is a corporate plan that is available that does offer the ability to sub-lease the application.

On a professional plan can I get access to WealthDrive's robo-advisor?

Yes, you would need a Premier Plan and also a Signals Only plan through the robo-advisor. 

Software

Technology that was built to increase client engagement. reduce business costs, increases productivity & drives revenue.

Marketing

Find better qualified leads, increase conversion rates, nurture prospects, and effectively engage existing clients with proven workflows.

Robo-Advisor

WealthDrive's robo-advisor is meant to help firms that don't want the expenditure of creating their own while maintaining control.

Consulting

A proven and cost effective catalyst for change in creating a plan and bringing it to life to help you individually or your organization.

Software Pricing

There are pricing schedules for both professionals vs individuals. Start today preparing for the future.

Marketing Pricing

Marketing is the life blood of any business. Put our plethora of marketing experience to the test.

Robo-Advisor Pricing

Make wealth your own. Investing isn't easy. We just make it feel that way.

Consulting Pricing

Let us help you reach your goals and objectives with our proven time-tested processes and workflows.

Firm History

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.

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Lynchburg, Virginia

(800) 790 - 6882

info@wealthdrive.com