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Square Banking

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Tax.com™ Unclaimed Property Solutions
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Square Banking Pricing Overview

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

Square Banking 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
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
$49.99per month/per advisor
Includes all core features!
  • Optimize Social Security Benefits Strategy
  • Quick, accurate, easy Social Security strategy identification and comparison
  • View alternate Social Security strategies
  • Break-even chart to see which strategy produces the best result over all life expectancy combinations
  • Client-facing seminar

Various alternatives pricing & plans

Pricing information for the above various Square Banking 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.
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Square Banking
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