Pricing

Select a Plan.

Questions? Call us at 888-664-8850 (ext. 1)

Annually

Monthly

Essentials

$ 94 /mo

  • Asset-Map Reports™

  • Personalized Branding

  • Templates (Stencils™)

  • Direct-to-Consumer Fact Finder

  • Access to Integrations

  • Case Sharing and Collaboration

  • Book of Business Mining

  • Balance Sheets & Policy Summaries

  • Beneficiary Report (Beta)

  • Financial Fire Drills Worksheets

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Professional

$ 123 /mo

  • Includes all of Essentials, and:

  • Goal-Based Planning (Target-Maps)

  • Target-Map Templates

  • Fully Customized Planning Goals & Assumptions

  • Adjustable Tax and COLA Assumptions

  • Easily Identify Planning Shortfalls

  • Quickly Communicate Present Value Surplus/Deficit

  • Cashflow Forecasting on Financial Plans

  • Map Liquidity Needs and Available Assets

  • Optional One-page Reporting Output

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List price does not include any applicable state or local taxes that will be applied at time of purchase.