The perfect plan for you
Plan for practices of every stage, size, and shape.
Wealth Firm & Asset Manager
Solution based
Personal Pro, plus:
Onboarding packages with your own marketing materials
Investor questionnaires & KYC
White-labeled client proposal templates
Multiple user training options
SLA-backed support with Service Credits
Advanced analytics
Admin Console access
Proposal disclaimers
Proposal templates
Capintel Link
Flexible plan structure, with options for:
OMNI presentations
Data streams for ESG and global mutual funds
Fund data hosting
White-labeled client proposal templates
Client Focused Reforms Compliance Package
Two-way Salesforce integration
Personal Pro
$250
Per user/month
Individual with increased limits, plus:
Data streams for: North American equities, ETFs (Canada and U.S.), Alternative funds, and Benchmarks
Advanced live calculations
Integrated investor questionnaires
KYC Information integrated in client Risk Profile
Unlimited proposals with customizable header
Unlimited storage for model portfolios
Unlimited storage for contacts
In-app Live Chat support
Individual
Free
Data stream for Canadian mutual funds
Portfolio and fund comparisons
Fund discovery tool
Up to 5 standard brand proposals per month
Store up to 10 model portfolios
Store up to 20 contacts
Powering over 12,000 financial advisors and 800 wholesalers
Stay up to date with the latest in wealth management.
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