Choose a plan to suit your needs. Your first two months are free!
Starter
| $5,000 |
|
plus
| $2.50 |
|
This is our entry level package, aimed at smaller advisory firms, but still designed to give you the functions you need to add value to your client offering.
Includes
- First month free
- Unlimited advisers
- First 75 clients included
- CSV upload of existing clients
- Customised to your brand
- Basic reporting
- Dashboard reporting
- Weekly activity reporting
- Automated client emails
- Unlimited and personalised SoAs
- Monthly payment option available
All prices are exclusive of GST.
Executive
| $5,000 |
|
plus
| $2.00 |
|
Our most popular package customises your portal and gives you access to in-depth data mining to identify opportunities for advice or products.
Includes
- All the features you get from starter plan
- First 150 clients included
- Advanced reporting options
- Comprehensive data mining/reporting
- Monthly payment option available
All prices are exclusive of GST.
Enterprise
We can customise Map My Plan for Advisers to meet your specific enterprise needs, including full integration with your business systems and tailored automation. If you have a large firm or high-net worth clients with high expectations, we can create a unique platform for you.
Includes
- Change features
- Lower per user pricing
- Add reports
- Integrate into your CMS
- Integrate with your CRM
- Generate bespoke emails
- Provide advice on specific investments
Need to find out more?