FOR INDIVIDUALS
PROFESSIONAL
Everything one adviser needs to run a fully compliant, efficient advisory.
$270/ user/ month
Billed annually - $3,240/yr (save $360)
+ Admin users$100 / admin / mo
- Single user licence
- Mortgage workflow automation
- Insurance and investment workflows
- Built-in compliance and audit checks
- Client data and document centralisation
- Settlements and renewals reporting
- Onboarding and training included
