Pricing For Wealth Management Cloud Platform

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Make higher quality connections. Wow your clients, and grow your financial services business with a single connected platform for wealth and asset management. We take the work out of connecting with clients so you can accomplish more with the tools you need to deliver better client experiences.

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Plans and pricing

Gap Analysis Software

The Retirement Analysis Kit

from

$299

USD/user/month* 

(billed annually)

Enterprise Edition Plus

(Cloud-based)

TRAK-Online Dashboard

Gap analysis reports

Training Videos

Unlimited access to the software

Answer your clients retirement questions

Confidently educate clients

Show your clients the whole retirement picture

Easy-to-understand

Includes over 700 federal, state and local pension plans

Retirement Needs Analysis

Gap Calculator

Visual Gap Analysis

Paycheck Analysis

Paycheck Calculator

Plan Participant Solutions

Batch Processing Solution

Roth Conversion illustration tool

Multi-Tier Split Annuity calculator

Tax Wise Distribution Strategy

Social Security calculator

Pension Maximization

Defined Benefit Programs

College Funding

Internal Rate of Return Calculator

Debt Analyzer

RMD Calculator

72(t) Calculator

And many more

Support Resources

Calstrs Gap Analysis Report

Calpers Gap Analysis Report

Online Support

Single Sign On

financial services Cloud

Great Choice for Financial Professionals

The #1 Wealth Management Platform with automation and AI

from

$399


USD/user/month* 

(billed every 6 months) 


Enterprise Edition Plus

Performance Management Dashboards

Household and Relationship Groups

Account and Contact Management

Data Processing Engine

Actionable Relationship Center

Financial Deal Management

High-Performance and Build trust

Unlimited access to clients meeting

Engage with data

Email Integration

Simplify service

Financial Cloud Functionality

Asset Management and Product Tracking

Higher Earning Potential

Client Financial Profile

Industry-Specific Business Processes

Increase your revenue

Increase client satisfaction

24/7 certified experts available to help members.

Automated processes

Capabilities for Relationship Management

Life Events and Business Milestones

Mortgage Data Model

Opportunity Management

Business Rules Engine

Google Apps Integration

Data Storage Per User

File Storage Per User

Customizable Profiles and Page Layouts

Advanced Reporting Features

Client Appointment Management

Google Integration

Outlook Office 365 Integration

MS Exchange Integration

Single Sign On

financial services Cloud

The #1 Wealth Management Platform with automation and AI

from

$299


USD/user/month* 

(billed annually)


Enterprise Edition Plus

Performance Management Dashboards​

Household and Relationship Groups

Account and Contact Management

Data Processing Engine

Actionable Relationship Center

Financial Deal Management

High-Performance and Build trust

Unlimited access to clients meeting

Engage with data

Email Integration

Simplify service

Financial Cloud Functionality

Asset Management and Product Tracking

Higher Earning Potential

Client Financial Profile

Industry-Specific Business Processes

Increase your revenue

Increase client satisfaction

24/7 certified experts available to help members.

Automated processes

Capabilities for Relationship Management

Life Events and Business Milestones

Mortgage Data Model

Opportunity Management

Business Rules Engine

Client Appointment Management

Advanced Reporting Features

Increase your revenue, and many more

Google Integration

Outlook Office 365 Integration

MS Exchange Integration

Single Sign On

Our in-house community cloud analysts leverage economic, demographic and market data; then add analytical and forward-focused insight, to empower wealth managers, financial advisors, insurance producers, agencies, financial professionals of all types to increase profitability, efficiency and align strategic business decisions. We’re your partner for expert industry intelligence you can trust.

Join thousands of other wealth managers who are using our tools and training system

Contact our sales representative to discuss solutions that fits your business needs.