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.