[ SerVC Reviews ](https://www.g2.com/products/servc/reviews) [ SerVC Reviews ](https://www.g2.com/products/servc/reviews) # SerVC Pricing Overview [Editedit](https://my.g2.com/servc/pricings) ## SerVC Pricing Key Insights Last updated on Apr 09, 2026 * * * Information about SerVC pricing, plan availability, and costs is not listed on G2 by the vendor. Buyers typically need to engage directly with the vendor to understand pricing options. Final cost negotiations to purchase SerVC must be conducted with the seller. * * * Rated 5.0 / 5 \*Pricing information is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations must be conducted with the seller. Pricing information for SerVC is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase SerVC must be conducted with the seller. Show More ## Top-Rated Alternatives [ ![Betterment at Work](https://images.g2crowd.com/uploads/product/hd_favicon/80255cbf814772b065215ac96c5aa13d/betterment-at-work.svg "Betterment at Work") Betterment at Work 4.3/5(707) ](https://www.g2.com/products/betterment-at-work/reviews) [ ![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct") Morningstar Direct 4.1/5(426) ](https://www.g2.com/products/morningstar-direct/reviews) [ ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct-advisory-suite-formerly-advisor-workstation.svg "Morningstar Direct Advisory Suite (formerly Advisor Workstation)") Morningstar Direct Advisory Suite (formerly Advisor Workstation) 4.1/5(285) ](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) [ View All Alternatives ](https://www.g2.com/products/servc/competitors/alternatives) ## SerVC Alternatives Pricing The following is a quick overview of editions offered by other [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) | ![Betterment at Work](https://images.g2crowd.com/uploads/product/image/small_square/small_square_3f4597512f6d26a25effbb7bf2e35f89/betterment-at-work.png) [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) ##### 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](https://images.g2crowd.com/uploads/product/image/small_square/small_square_2d734045120b900cbd749ae924da7481/koyfin.png) [Koyfin](https://www.g2.com/products/koyfin/reviews) ##### 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](javascript:void(0);) | | ![Orion Advisor Technology](https://images.g2crowd.com/uploads/product/image/small_square/small_square_f37e1c0c7c5942699e5f0accdb64efca/orion-advisor-technology.jpg) [Orion Advisor Technology](https://www.g2.com/products/orion-advisor-technology/reviews) ##### Foundation Stack | Starting at $13,000.00Per Year | Cornerstone technology for building your firm - Billing and Reporting - Orion Planning - Client Portal and Mobile App - Alternative Invesment Platform - 15% off Any Redtail Plan | 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. ##### Categories on G2 [ Investment Portfolio Management ](https://www.g2.com/categories/investment-portfolio-management) ##### Explore More [ Best webinar software for small businesses ](https://www.g2.com/discussions/best-webinar-software-for-small-business)[ Which website privacy auditing tools have the strongest privacy audit reporting features for compliance documentation and remediation? ](https://www.g2.com/discussions/which-website-privacy-auditing-tools-have-the-strongest-privacy-audit-reporting-features-for-compliance-documentation-and-remediation)[ What options actually exist for autonomous endpoint management and how do the main platforms compare before you commit to a vendor? ](https://www.g2.com/discussions/what-options-actually-exist-for-autonomous-endpoint-management-and-how-do-the-main-platforms-compare-before-you-commit-to-a-vendor) [ What file converter software is easy enough for a non-technical team to use reliably without constantly running into format errors or lost metadata? ](https://www.g2.com/discussions/what-file-converter-software-is-easy-enough-for-a-non-technical-team-to-use-reliably-without-constantly-running-into-format-errors-or-lost-metadata)[ Top ABM analytics tools for enterprise marketing teams ](https://www.g2.com/discussions/top-abm-analytics-tools-for-enterprise-marketing-teams)[ What booking tool provides detailed room usage analytics? ](https://www.g2.com/discussions/what-booking-tool-provides-detailed-room-usage-analytics) Show More [ Best webinar software for small businesses ](https://www.g2.com/discussions/best-webinar-software-for-small-business)[ Which website privacy auditing tools have the strongest privacy audit reporting features for compliance documentation and remediation? ](https://www.g2.com/discussions/which-website-privacy-auditing-tools-have-the-strongest-privacy-audit-reporting-features-for-compliance-documentation-and-remediation)[ What options actually exist for autonomous endpoint management and how do the main platforms compare before you commit to a vendor? ](https://www.g2.com/discussions/what-options-actually-exist-for-autonomous-endpoint-management-and-how-do-the-main-platforms-compare-before-you-commit-to-a-vendor) [ What file converter software is easy enough for a non-technical team to use reliably without constantly running into format errors or lost metadata? ](https://www.g2.com/discussions/what-file-converter-software-is-easy-enough-for-a-non-technical-team-to-use-reliably-without-constantly-running-into-format-errors-or-lost-metadata)[ Top ABM analytics tools for enterprise marketing teams ](https://www.g2.com/discussions/top-abm-analytics-tools-for-enterprise-marketing-teams)[ What booking tool provides detailed room usage analytics? ](https://www.g2.com/discussions/what-booking-tool-provides-detailed-room-usage-analytics)