Investor Pricing Overview

Investor has not provided pricing information for this product or service. This is common practice for software sellers and service providers. Contact Investor to obtain current pricing.

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Investor Alternatives Pricing

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

Zocks Essentials	Starting at $67.001 User Per Month	Capture notes without recordings & free up time to focus on clients Meeting preparation AI Note-taking CRM integration Financial planning integration Portfolio management integration Pre-meeting and follow-up emails Unlimited meetings Show More
Capitaliz Capitaliz Subscription	$99.001 Capitaliz Subscription Per Month	Ongoing subscription to manage company and implement the recommendations from the Business Insights Report Guided fastrack onboarding
Tax Clarity Monthly	$79.99per month/per advisor	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 Show More

Various alternatives pricing & plans

Pricing information for the above various Investor 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.