Pricing Designed for Advisors
A first of its kind seat-based approach, making costs predictable for every advisor. Customized for your firm's success.
Seat-Based Pricing Benefits
- Designed to fit in seamlessly with the rest of an advisor's tech stack (CRM, portfolio management, financial planning etc.).
- Subcription model aligns incentives & ensures a successful partnership as we work hard to retain your business each year.
- Unlimited documents and updates means you won't get charged more as your business scales.
- Fully customizable to match your firm's business structure & operating model.
- Expense management predictability.
Set up time with our team to talk specifics for your firm
What people are saying about our pricing structure:
The wealth.com approach to pricing is one among many reasons why it is the best estate planning platform for financial advisors.
Financial Planner, Head of Community @ Wealth.com
Hear it from us:
We're confident that our tailored pricing is a game-changer for advisors looking to offer best-in-class estate planning. We would love to discuss how we can create a package that works for you.
Chief Partnerships Officer @ Wealth.com