top of page
Professional Plan
Price
$750.00
Great for a growing office. Empower all your financial planners with data.
Only $0.63 per user per month when paid annually.
Price Options
Pro Monthly Plan
100 Users
$75.00
every month until canceled
Pro Annual Plan
20% Discount
$750.00
every year until canceled
Quantity
PRODUCT INFO
- 100 User Licenses
- Only $0.63 per user per month with annual plan
- Choose which clients will use the app
- Deactivate/Reassign licenses as needed
- Get all user generated data
- Get monthly use reports in PDF
- Integrate "Future Value" insights into client plans
bottom of page