Software for financial advisors Canada
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Pricing

Individual license (PC Version only)

The cost of an annual subscription is $500.00 (plus applicable taxes).

An annual subscription includes:

  • Data updates
  • Application upgrades
  • Import links
  • Asset Allocation Concepts manual.
  • User Guide

Corporate license (PC or Web Version)

For companies and networks, the software can be integrated into existing systems, customized to meet specific needs and therefore reflect the corporate identity.

A customized proposal will be submitted once all the parameters have been determined with the client. The pricing structure for multi-license utilisation within the company is established in relation to these parameters.