Affluensee Wealth Advisor Lead Platform Pricing Overview

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Wealth Advisor Access

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1 Per User Per Month

Exclusive access to the platform. Designed for Wealth Advisors that market to individuals with complex planning needs and are qualified net worth wise.

This same platform was built on the process and acquisition strategy that helped raise $50m in 3 years time. We don't expect every Advisor to sign on with us. We will always do our best to help you succeed and aim for every Advisor to sign a new client within 3 months time.

Affluensee Wealth Advisor Lead Platform has 1 pricing edition that is a free trial.

Pricing information for Affluensee Wealth Advisor Lead Platform is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Affluensee Wealth Advisor Lead Platform must be conducted with the seller.

Pricing information was last updated on October 09, 2024

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Affluensee Wealth Advisor Lead Platform Alternatives Pricing

The following is a quick overview of editions offered by other Other Finance & Admin. Software

SaasAnt Transactions Single Company Plans	Starting at $25.001 Company Per Month	Bulk Import, Export, Delete & Modify transactions Multi-User Support Automated Transaction Processing (with email, FTP, SFTP, Zapier integration) Scheduled Imports/Exports for recurring tasks Live Support Data Validation before import to prevent errors. Historical Data Imports Custom Mapping Custom Rules Multi-currency support PDF to Excel Live Edits Role-based Access Control for Multiple Users Data Encryption to ensure secure transaction processing Comprehensive Help Center White-Glove Onboarding Detailed Process Reports Receipt Upload Bank Statement Upload AI Excel Converter Show More
PayTraQer Launch	$9.00Per Month	100 Transactions Complete Automation 1 User Historical Transactions - 12 months 1 Sync Rule Business Insights Email Support Show More

Various alternatives pricing & plans

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Pricing information for the above various Affluensee Wealth Advisor Lead Platform alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.