Fintellect Pricing Overview

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Free Trial

Fintellect Essential

€99.00

Per Month

Everything you need to help your 5-20 people agency succeed and grow profit

Fintellect PRO

€249.00

Per Month

For 20+ people professional service companies, that need more access and automations

Fintellect Custom

Per Month

Tailored development for your needs: every Fintellect feature + specific development for your needs

We price Fintellect according to the value for different company sizes. For smaller agencies we have all the things they need to grow, and for mid-size ones we offer more access and unlimited project, bank accounts, and customisation.

All packages include 7 days free trial.

Fintellect has 3 pricing editions. A free trial of Fintellect is also available. Look at different pricing editions below and see what edition and features meet your budget and needs.

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

Pricing information was last updated on October 10, 2024

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Asset-Map Asset-Map Professional	$142.001 Seats Per Month	Our core solution, designed to take your financial planning conversations to the next level. Target-Map Planning Engine Target-Map Cashflow Details Discovery Interview for Prospecting and Fact-finding Stencils Questionnaires Signals™ Integrations Drafts Needs Analysis Model Scenarios Beneficiaries Visualization Asset-Map Report Client Portal Notes Show More
Koyfin Free	$0.00	The ultimate beginner package; everything you need to get started gaining insight on your investments 2Y financials & 1Y estimates My Portfolio Advanced charting Market & macro dashboards 2 watchlists & 2 screens 2 custom dashboards Limited company snapshots Limited news Show More
eMoney eMoney Plus	Free Trial1 User Per Year	A streamlined, goals-based financial planning solution for building more planning relationships and delivering more plans to more clients. Perfect for advisors who need: to be able to quickly create a plan a solution to serve clients with basic planning needs a scalable, personalized client experience

Various alternatives pricing & plans

Free Trial

Pricing information for the above various Fintellect 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.