Revenue Possibilities

Revenue Streams

Examine the potential revenue streams below and see which ones might make sense to add to your business model.


Client Portal Subscriptions

Charging for the client portal that makes the lives of your clients easier and more transparent.

Software Sub-Licensing

With our partnership program, a firm can sublicense the WealthDrive application and turn a cost item on the balance sheet into a revenue-generating income stream.


Anyone can be a consultant, but with WealthDrive we turn you into a true professional consultant that is organized, transparent, and can stay on task.

Enhanced Planning Fees

Knowledge and experience is very valuable when trying to plan for all of life’s adventures.

Proposals Generation Fees

If you produce proposals for other firms to win business now, you can charge for those proposals and turn a time-consuming practice into a revenue generator.

Investment Management Fees

Since our application is custodian and carrier agnostic, automated advice can be provided for these once unreachable accounts. Since a billing module is built directly into the application billing these outside accounts can be accomplished.

Insurance Commissions

Collect the highest level of insurance commissions paid to licensed professionals for Life, Annuity, Disability, Long Term Care, etc.

Marketing Revenue

There are businesses that are just true marketers and now we provide a way to monetize that experience and acumen.

Business Turn-Around Specialist

Using our application, a professional can go into a business and turn it completely around in an orderly, well-defined approach to succeed.


Revenue Ideas

WealthDrive provides a plethora of potential revenue sources for any firm. Our application keeps the process of adding revenue sources organized, manageable, and automated. This adds revenue while not reducing valuable time. If there is a scenario not mentioned above, we would love to hear from you.


Technology that was built to increase client engagement. reduce business costs, increases productivity & drives revenue.


Find better qualified leads, increase conversion rates, nurture prospects, and effectively engage existing clients with proven workflows.


WealthDrive's robo-advisor is meant to help firms that don't want the expenditure of creating their own while maintaining control.


A proven and cost effective catalyst for change in creating a plan and bringing it to life to help you individually or your organization.

Software Pricing

There are pricing schedules for both professionals vs individuals. Start today preparing for the future.

Marketing Pricing

Marketing is the life blood of any business. Put our plethora of marketing experience to the test.

Robo-Advisor Pricing

Make wealth your own. Investing isn't easy. We just make it feel that way.

Consulting Pricing

Let us help you reach your goals and objectives with our proven time-tested processes and workflows.

Firm History

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.

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Lynchburg, Virginia

(800) 790 - 6882