Platform
Pricing
There are software pricing plans for professionals vs individuals. Find the plan that is right for you.
Pricing Plans
Professional Pricing
Professional-based pricing is for any business or individual that wishes to use the software for their clients.
Pricing Plans
Individual Pricing
Individual-based pricing is for individuals and their families only and cannot be used for clients.
Professional Pricing Plans
Professional-based pricing is for any business or individual that wishes to use the software for their clients by providing a custom client portal.
$99/mo
Basic Plan
Core CRM Features
CRM 360
Calendar
Inbox
Pipeline Management
Proposal Generation
Automation Center
Includes 10 Users
$299/mo
Pro Plan
Advanced Functionality
Everything in Basic plus:
Event Management
ChitChat Messaging
Telephony
Video Conferencing
24/7 Dedicated Support
Includes 10 Users
$549/mo
Premier Plan
Complete Office Suite
Everything in Pro plus:
Marketing Plan
Account Aggregation*
Robo-Advisor**
Financial Planning Suite
Invoicing & Billing
Includes 15 Users
*One-time per advisor charge applies for the ability to sync all client accounts using advisor credentials. No charge applies if only using client credentials.
**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 you client experience
Build personalized, optimized portfolios at scale
Run your business more effectively
Individual Pricing Plans
Individual-based pricing is for individuals and their families only and cannot be used for clients.
$29/mo
Basic Plan
CRM 360
Calendar
Account Aggregation
Document Vault
Up to 6 Family Members
$59/mo
Advanced Plan
Everything in Basic plus:
Robo-Advisor Signals
Financial Plan
Retirement Plan Advice
Dedicated Support
$249/mo
CFO Plan
Everything plus:
Investment Advisory*
Insurance Advisory
Quarterly Meetings
Unlimited Support
*Investment advisory services provided via the robo-advisor are offered at significantly discounted rate.
FAQ
Frequently Asked Questions
Can you change plans at anytime?
Yes, you can change plans at anytime as long as you are going to a higher plan.
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?
The robo-advisor would be your firm utilizing our technology. The indicators, folios, and models would be based on your business model.
Do you offer a free trial of the software?
We offer a demo of the application, but do not offer a free trial.
Do you offer sub-leasing?
There is a corporate plan that is available that does offer the ability to sub-lease the application.
On a professional plan can I get access to WealthDrive's robo-advisor?
Yes, you would need a Premier Plan and also a Signals Only plan through the robo-advisor.