Self licensed advice practice pricing
|Price/month (ex GST)||$0||$79/month||$199/month||$279/month|
|Simple Drag and Drop or Browse to upload revenue statement files for automated detection and processing.
Supports files in formats generated by 60+ financial product providers
|Export processed, client resolved, homogenized revenue data which can be fed into CRMs, compliance document generators, portfolio management systems, adviser workflow systems, accounting systems, data lakes and, of course, Excel if you want to do your own processing of the data.|
|Maximum monthly revenue **transaction count across all advisers||30||120||250||Unlimited|
|Fee reports broken down by adviser|
|Fee reports broken down by provider|
|Fee charts by adviser|
|Fee charts by provider|
|Reconciliation feature NEW!!!!|
*Charges for excess advisers
Standard package supports up to 5 advisers per practice. Excess advisers charged at $20/adviser per month.
Every revenue record in a provider revenue statement with a non zero value counts towards the monthly transaction count.