ADD ON INVESTMENT TOOLS FOR ADVISORS
As a wealth manager, some additional features may help you get the most out of the system. It can also be the basis for your Hybrid RoboAdvisory solution by extending your website with self-directed investor workflows and tools, like our customizable Investment Policy Statement. Just add a Free Enterprise Consultation with your checkout.
ADD ONS
PRIVATE BRANDING
$1175
Match your company’s branding: Logos, colors and links throughout the system
*Requires Annual Subscription
TRADING INTEGRATION
$4250
Integration with your broker for seamless operations and trading: No import/export and simplified monitoring!
*Requires Annual Subscription
MASTER JAM
$450
Take the expressway to the top of the learning curve, like a masterclass in Portfolio Construction.
2*90 minutes training sessions
NOTIFICATIONS
$250/Month
Investors love notifications! Help them engage and demonstrate more significant value.
*Requires Annual Subscription
ADDITIONAL USERS ACCOUNTS
$325/Quarter
Logins and workflows for the whole team to service customers, collaborate on portfolio construction, and create better portfolio solutions.
AS FEATURED IN
All paid plans with unlimited phone and email support
Fully cancelable anytime. If canceled before the renewal date, all data is fully upgraded to enterprise versions with support for your website portfolio builder.
