Pricing

Following is the pricing for Authorized financial advisors, wealth managers, RIAs and other financial professionals ONLY (must apply to partner program):

PAID

MonthLY

PAID IN ADVANCE
Monthly COST*

# of Reports

Single Advisor $249 $199 Unlimited (regular price $299/month)
Additional Advisor (same location) $75 $50 Unlimited

*Includes the full Marketing Kit, Portal Access & Support; inclusion in the referral map for Financial Advisors (to be sent leads); and 20% discount for 12-months paid in advance.