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

$29/mo

Individual Plan

Core CRM Features

N

CRM 360

N

Calendar

N

Inbox

N

Document Vault

N

Invite Family & Friends

N

Automation Center

N

Education & Guidance

N

Unlimited Accounts

$99/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

$299/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 10 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 15 Firm Users

*Proprietary WealthDrive indicators, folios, and risk-based models available for an additional $99/mth. Subject to approval.

$290/yr

Individual Plan

Core CRM Features

N

CRM 360

N

Calendar

N

Inbox

N

Document Vault

N

Invite Family & Friends

N

Automation Center

N

Unlimited Accounts

$990/yr

Basic Plan

Professional Features

N

Client Portal

N

Pipeline Management

N

Proposal Generation

N

Report Center

N

Creative Center

N

Automation Center

N

Includes 10 Firm Users

$2,990/yr

Pro 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

Includes 10 Firm Users

$5,490/yr

Premier Plan

Complete Office Suite

N

Everything in Pro plus:

N

Marketing Plan

N

Account Aggregation

N

Robo-Advisor*

N

Financial Planning Suite

N

Invoicing & Billing

N

Includes 15 Firm Users

*Robo-Advisor can possess WealthDrive’s indicators, folios, and risk-based models along with thier own for an additional $99/mth. Subject to approval.

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.

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.

How do I get access to WealthDrive's robo-advisor?

You would need a Premier Plan and select the add-on for ‘Investing Signals’.

Digital Onboarding

Turn onboarding into an engaging competitive advantage. Opening new accounts isn't always easy. We just make it seem that way.

Managing & Rebalancing

Manage more accounts in less time using a scalable, personalized approach that is unique to this firm only.

Client Portal

Keep your clients informed from a whole new perspective with a modern and easy to use portal that is engaging.

Growth Tools

A variety of simple tools to help you capture, connect and report on opportunities.

Contact Management

Together we can enhance your ability to provide customized service at scale.

Platform Pricing

Find the pricing plan that fits your budget. If you have a unique idea or situation let us know.

Firm History

Technology that helps makes life and business simpler.

Meet Our People

Technology that helps makes life and business simpler.