Advisor
$148per month cost for 1 year ($1,776 paid upfront)
Includes Portfolio Scoring
Users
1
Group
$138per user, per month cost for 1 year ($1,656 paid upfront)
Includes Portfolio Scoring
Users
2 - 99
Portfolio Scoring measures a client's or prospect's Portfolio Risk along side their Risk Tolerance. Tolerisk partners with FinMason to provide this robust feature for $39/user/month (included in pricing above, but can be removed).
For Enterprise/API solutions, please email us at enterprise@tolerisk.com
Term Pricing
Pricing is shown per user as a monthly equivalent. The total cost of the subscription is paid upfront. Pricing includes the Portfolio Scoring add-on.
Term | Monthly | 1 Year | 2 Year | 3 Year |
---|---|---|---|---|
Advisor | $158 | $148 | $138 | $128 |
Group | $148 | $138 | $128 | $118 |
Assistants License
Assistant licenses are able to create Clients, generate links to send to Clients, and fill out Risk Assessment information. The only limitation is in accessing the results of the assessment. $29/assistant/month