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Unlimited Clients

Client Dashboard

Advisor Logo Branding

Site Color Templates

Custom Subdomain

Households / Grouping

Account Sharing

Software Integration

Document Sharing

Subfolders

Batch Document Upload

OFFICE

$241

PER ADVISOR / PER MONTH

(PAID MONTHLY)

$1,830 over 21% off

Multiple books of business

CUSTODIAL FEEDS

500 accounts included

1,000 accounts included

DOCUMENT MANAGEMENT

500 MB included

ADVISOR

$275

PER ADVISOR / PER MONTH

(PAID MONTHLY)

$1,830 Over 10% OFF

1 Advisor

Single book of business

CUSTODIAL FEEDS

250 accounts included

500 accounts included

DOCUMENT MANAGEMENT

250 MB included

TEAM

$182

PER ADVISOR / PER MONTH

(PAID MONTHLY)

$1,830 Over 21% OFF

Single Book Shared

CUSTODIAL FEEDS

250 accounts included

500 accounts included

DOCUMENT MANAGEMENT

250 MB included

ENTERPRISE

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20+ Advisors

Multiple books of business

CUSTODIAL FEEDS

5,000 accounts included

10,000 accounts included

DOCUMENT MANAGEMENT

5,000 MB included