Platform

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

Marketing Plan

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. No charge applies if only using client credentials.

**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 you client experience

Build personalized, optimized portfolios at scale

Run your business more effectively

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

Robo-Advisor 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

*Investment advisory services provided via the robo-advisor are offered at significantly discounted rate.  

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. 

Digital Onboarding

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

Managing & Rebalancing

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.

Growth Tools

A variety of simple tools to help you capture, connect and report on opportunities.

Contact Management

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

Platform Pricing

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

Firm History

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.