If you are unsure which plan to choose, we would be glad to help
Clients:
Additional Users:
For larger firms that require a dedicated environment
Automatically generate all required financial and will planning documents. Each document is dynamically generated based on the information provided for each individual client.
Provide your clients with a simple and secure online questionnaire allowing them to fill out their own personal and financial profile information. Each client is sent a secure link by email where they can create their own password.
Users are provided with actionable advisory insights for each client based on their specific personal and financial profile.
Apply reusable macros that define common balance of estate distribution scenarios that will speed up the distribution process and reduce errors.
Define guardians, estate trustees, personal and financial powers of attorney appointments for each client. Support for complex multi-tiered conditions and provisions.
Attach free-form notes to any client for reminders or discussion with other collaborating advisors.
We offer both email and telephone support to all paid accounts.
We provide online guided tutorials to help customers learn how to use the application and answer any questions that arise.
Yes, you can cancel your account at any time. If you do, all of the data associated with your account will be deactivated and archived for a period of time in accordance with regulatory compliance. If you would like your data to be deleted permanently, please contact our support team.
Your account will only be billed when you are ready to generate documents for a client.
The prices listed above do not include sales tax. The appropriate taxes will be applied to your monthly invoice.
We accept secure online payment from Visa, MasterCard, and American Express. If you don't have a credit card, or if you have any questions, please contact our sales team.