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
CRM 360
Calendar
Inbox
Document Vault
Invite Family & Friends
Automation Center
Education & Guidance
Unlimited Accounts
$99/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
$299/mo
Pro Corporate Plan
Advanced Functionality
Everything in Basic plus:
Event Management
ChitChat Messaging
Telephony
Video Conferencing
24/7 Dedicated Support
Advanced Automations
Includes 10 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 15 Firm Users
*Proprietary WealthDrive indicators, folios, and risk-based models available 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’.