Platform pricing made simple

and that fits any situation.

 

Find the pricing plan that fits your budget. If you have a unique idea or situation let us know.

Do more in less time

Monthly Billing

Yearly Billing

$29/mo

Individual Plan

Core CRM Features

N

CRM 360

N

Calendar

N

Inbox

N

Document Vault

N

Invite Family & Friends

N

Automation Center

N

Education & Guidance

N

Password Vault

$99/mo

Basic Corporate Plan

Professional Features

N

Client Portal

N

Pipeline Management

N

Proposal Generation

N

Creative Center

N

Automation Center

N

E-Forms/Applications

N

Account Aggregation

N

Includes 5 Firm Users

$299/mo

Pro Corporate 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

Advanced Automations

N

Includes 10 Firm Users

$549/mo

Premier Corporate Plan

Complete Office Suite

N

Everything in Pro plus:

N

Lead Program Access

N

Robo-Advisor*

N

Commission Tracking

N

Invoicing & Billing

N

Human Resources

N

Timesheet Management

N

Includes 15 Firm Users

*Proprietary WealthDrive indicators, folios, and risk-based models available for an additional $99/mth. Subject to approval.

$290/yr

Individual Plan

Core CRM Features

N

CRM 360

N

Calendar

N

Inbox

N

Document Vault

N

Invite Family & Friends

N

Automation Center

N

Education & Guidance

N

Password Vault

$990/yr

Basic Corporate Plan

Professional Features

N

Client Portal

N

Pipeline Management

N

Proposal Generation

N

Creative Center

N

Automation Center

N

E-Forms/Applications

N

Account Aggregation

N

Includes 5 Firm Users

$2,990/yr

Pro Corporate 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

Advanced Automations

N

Includes 10 Firm Users

$5,490/yr

Premier Corporate Plan

Complete Office Suite

N

Everything in Pro plus:

N

Lead Program Access

N

Robo-Advisor*

N

Commission Tracking

N

Invoicing & Billing

N

Human Resources

N

Timesheet Management

N

Includes 15 Firm Users

*Robo-Advisor can possess WealthDrive’s indicators, folios, and risk-based models along with thier own for an additional $99/mth. Subject to approval.

One platform – many use cases

Tackle your top strategic initiatives

Streamline your client experience

Client Experience

Our client portal is fully white-labeled exclusively to your brand placing you squarely in the center of your clients' wealth management journey.

Build personalized optimized portfolios

Portfolios at scale

Successfully manage your business without having to spend the considerable time manually building portfolios.

Run your company more efficient

Become more efficient

Make it easy to ensure every client receives the right level of service through powerful service monitor features that automates tasks, all the way from standard onboarding procedures to complex workflows.

Comparison Chart

Discover how powerful WealthDrive is when looking at what would be needed to replicate just 75% of the application for a 5 person firm.

N

Redtail CRM - $99/mth

N

Calendly - $60/mth

N

EventBrite - $125/mth

N

Proposify - $49/mth

N

BlueLeaf Account Aggregation - $ 330/mth

N

Investing Signals - $150/mth

N

Dropbox - $75/mth

N

Everplans Password Vault - $6/mth

N

AgencyBloc - Billing/Invoicing - $225/mth

N

BambooHR - $150/mth

Individual Leased Systems

$1,269/mo
N

No Brainer

WealthDrive provides all of the required features and functionalities that these systems offer PLUS MORE for a fraction of the cost.

Don’t trust your business on a bunch of individual systems that rely on talking to each other in order to remain in sync. Trust your business to a solution that is fully integrated within itself and is always talking 100% of the time.

Premier Corporate Plan

$549/mo

Complete Office Suite

FAQ

Frequently Asked Questions

Can you change plans at anytime?

Yes, you can change plans at any time.

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?

It could be both. The robo-advisor could be your firm utilizing our technology or our firm.

Do you offer a free trial of the software?

We offer a demo of the application.

Do you offer sub-leasing?

There is a corporate plan that is available, but not shown above. This plan level does offer the ability to sub-lease the application.

Is there an option to pay a one-time fee for the platform?

Yes. Please contact us to discuss that type of pricing structure.

CRM 360

Together we can enhance your ability to provide customized service at scale.

Digital Onboarding

Turn onboarding into an engaging competitive advantage. Opening new accounts isn't always easy. We just make it seem that way.

Manage & Rebalance

Manage more accounts in less time using a scalable, personalized approach that is unique to this firm only.

Client Portal

Keep your clients informed from a whole new perspective with a modern and easy to use portal that is engaging.

Firm Timeline

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.

Philosophy

Learn about why we exist and who we are as a firm.

Marketing

Capture, connect and close new business faster.

Seminars

Attract the right type of prospects and engage with them.

Revenue Maximizer

Maximize all the possible revenue streams for your business.

Data Migration

Let WealthDrive do the heavy lifting with data migration.

Consulting

Allow us to take a deep dive into your practice and provide guidance.

Watch Lists

Find investments quickly that make good sense.