SerVC Pricing Overview

edit

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

Top-Rated Alternatives

Morningstar Direct Advisory Suite (formerly Advisor Workstation)

4.1/5

(270)

View All Alternatives

SerVC Alternatives Pricing

The following is a quick overview of editions offered by other Investment Portfolio Management Software

Betterment at Work Essential	$100.00100 per month + $5/monthly record keeping per active participant. Additional implementation and participant advisory fees apply*	An affordable, easy-to-manage 401(k) plan for your employees’ retirement. Dedicated Onboarding specialist Simple payroll integrations with Gusto, Trinet, and other providers 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support Scheduled phone and email support for plan administrators Getting started webinars and emails for employees
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

Pricing information for the above various SerVC 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.