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$99.001 Capitaliz Subscription Per Month
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Ongoing subscription to manage company and implement the recommendations from the Business Insights Report
- Guided fastrack onboarding
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Contact Us4 Premium Tier Per Year
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Monthly Price: $350-500/mo and Yearly Price: $4,200 - $6,000
- $300,000 or more, ideal for high-net-worth or institutional clients with significant exposure across markets.
- Comprehensive account breach protection across all managed accounts
- Smart contract and wallet protection for larger crypto exposures
- Extensive cyber risk management services, including regular security audits and 24/7 monitoring
- Legal and professional support for complex recovery claims
- Multi-market coverage, including U.S. stocks, forex, commodities, and large crypto portfolios.
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$79.99per month/per advisor
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Includes all core features!
- Show Clients a Tax-Efficient Retirement
- Instantly calculates the effective marginal tax rate
- Compare alternate tax distribution strategies
- Unique Tax Map to identify tax opportunities
- Gain insight into unseen opportunities to add dollars to a retirement plan
- Access to awesome support, industry expertise, and training
- Marketing tools, including a client-facing seminar, brochure, direct mailer example, CPA introduction letter
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