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
$199/mo
Basic Corporate Plan
Professional Features
Client Portal
Pipeline Management
Proposal Generation
Creative Center
Automation Center
E-Forms/Applications
Account Aggregation
Includes 5 Firm Users
$399/mo
Pro Corporate Plan
Advanced Functionality
Everything in Basic plus:
Event Management
ChitChat Messaging
Telephony
Video Conferencing
24/7 Dedicated Support
Advanced Automations
Includes 5 Firm Users
$549/mo
Premier Corporate Plan
Complete Office Suite
Everything in Pro plus:
Lead Program Access
Robo-Advisor*
Commission Tracking
Invoicing & Billing
Human Resources
Timesheet Management
Includes 5 Firm Users
*WealthDrive Advisory LLC indicators, folios, and risk-based models available for preloading from WealthDrive Advisory LLC. WealthDrive Advisory LLC is separate and independent from WealthDrive Inc.
Business Opportunity
If you are interested in learning how to own a technology SaaS business with monthly recurring revenue, please see below.
Custom Website
First impressions last a lifetime and our firm provides the template to provide a great first impression for your SaaS business. During the setup process your custom color palette and logos will be used to make this truly look and feel like your own business.
Protected Territory
Your success is our success. One way to help create that success is by allowing a lessor under this type or arrangement to have a protected and defined territory in order to grow as fast as possible with their SaaS subscribers. This program will be limited to set number of firms nationwide.
Business Plan
Success isn’t random or occurs by chance unless you win the lottery. True measurable and repeatable success comes from hard work and dedication. To make sure that you aren’t learning by trial and error a schematic that involves marketing and advertising is provided that will help with your potential success.
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 our application for a 5 person firm.
Redtail CRM - $99/mth
Calendly - $60/mth
EventBrite - $125/mth
Proposify - $49/mth
BlueLeaf Account Aggregation - $ 330/mth
Dropbox - $75/mth
Everplans Password Vault - $6/mth
AgencyBloc - Billing/Invoicing - $225/mth
BambooHR - $150/mth
Individual Leased Systems
$1,119/mo
WealthDrive
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.