Technology Subscriptions

Frequently Asked Questions

Do you have to have a technology subscription to have an investment managagement account?

Yes, every client must have a technology subscription account.

How safe is the technology?

We are built on the safe and secure web servers of Amazon Web Services.

If I have an advisor that I want to fire can I keep my account?

Yes! You are not handicapped by doing business with a professional who also uses our system. That is what makes us so great!

Is the pricing for a subscription account negotiable?

Under certain circumstances there can be a negotiated rate.

Have you ever had a data breach?

Thank goodness we have NEVER had a data breach.

How many updates do you have planned?

WealthDrive is constantly adding new features so updates occur systematically all the time.

Enjoy the Experience

Give our technology a chance and you will wonder how you ever got by without it.