WealthTrace Advisor Pricing

 

Pricing* Planner Cost Third Party Integrations Yodlee Importing & Linking Custom User Image on Cover Page Auto-Populate a Plan From our Online Fact Finder
Solo Advisor : One Advisor $1,049 Annually or $315 Quarterly $295 Annually or $74 Quarterly $595 Annually or $149 Quarterly $130 Annually or $33 Quarterly $195 Annually or $49 Quarterly
Solo Advisor : One Advisor and One Administrative Assistant** $1,500 Annually or $425 Quarterly $295 Annually or $74 Quarterly $595 Annually or $149 Quarterly $130 Annually or $33 Quarterly $195 Annually or $49 Quarterly
Advisor Team License*** Annual Only : $1,049 for first advisor and $750 for each additional advisor in the office $295 Contact Us $130 $195 for first advisor and $146 for each additional advisor in the office

* At the expiration of your first year your subscription will renew for one additional term at your current License Fee amount, unless you elect to cancel. Your subscription will renew at the price that is current at the of renewal.

** The Wealthtrace solo advisor license may be used by one advisor plus his or her assistant. Our definition of solo advisor is a single financial planner who practices in his or her own firm without another such professional as a partner, shareholder, or employee. Our license agreement expressly prohibits group practice models from sharing a solo advisor license.

*** The Advisor Team License is for firms that have more than one advisor and they work in a team environment. There would be one login for the team and there can be one assistant or admin who inputs data for plans as well. Note that the annual cost of the custom logo, third party integrations, and custom user images is not per advisor. Those prices remain the same no matter how many advisors there are.