Pricing Designed for Advisors
A first of its kind seat-based approach, making costs predictable for every advisor. Customized for your firm's success.
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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.
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