Plans & Pricing

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Individuals: Standard
$229/year
  • Unlimited Use
  • Email Support
  • Live Chat Support
  • Monte Carlo Analysis
  • Access Expert One On One Support*
  • What-If Scenarios
  • Link Your Investment Accounts
    • * Add on charge applies
Individuals: Deluxe
$289/year
  • Unlimited Use
  • Email Support
  • Live Chat Support
  • Priority Support Over Standard Version
  • Monte Carlo Analysis
  • Access Expert One On One Support*
  • What-If Scenarios
  • Link Your Investment Accounts
  • Historical Data For Investments
  • Performance History
  • Roth Conversion Scenarios
  • Asset Allocation Scenarios
  • Federal Income Tax Scenarios
    • * Add on charge applies
Advisor
$1,049/year or
$315/quarter
  • Email & Phone Support
  • Client Portal
  • Online Fact Finder
  • Model Portfolios
  • Customized Reports
  • Monte Carlo Analysis
  • Link Client Accounts Using Yodlee*
  • What-If Scenarios
  • Asset Allocation Scenarios
  • Roth Conversion Scenarios
    • * Add on charge applies

    View detailed advisor pricing

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