PRO
Complete solution
$CAD40/Mo/Annualized
- Easy-to-use Advisor Dashboard
- Customer Engagement Forms
- Financial Calculators
- Financial Audio Library
- Compliant Financial Library
- Transfer any existing site content
- Email Newsletter
- Setup fee starting at $399
- If paying monthly add $10
Advisor In Touch
Completely customized plan
$CAD50/Mo/Annualized
- Easy-to-use Advisor Dashboard
- Customer Engagement Forms
- Financial Calculators
- Financial Audio Library
- Compliant Financial Library
- Transfer any existing site content
- Email Newsletter
- Team of Advisors*
- Setup fee starting at $499
- If paying monthly add $10
- Additional advisors over 2 is $10/mo./Advisor