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

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

$399/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 5 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 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.

$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

*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.

N

Redtail CRM - $99/mth

N

Calendly - $60/mth

N

EventBrite - $125/mth

N

Proposify - $49/mth

N

BlueLeaf Account Aggregation - $ 330/mth

N

Dropbox - $75/mth

N

Everplans Password Vault - $6/mth

N

AgencyBloc - Billing/Invoicing - $225/mth

N

BambooHR - $150/mth

Individually Leased Systems

$1,119/mo
N

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.