PRICING - Repvisor

Go to content

REPVISOR PRICING

Single User Pricing

RepVisor Portfolio System: $55/Month
• Secure access to the system
• Encrypted client data storage
• Expandable client file storage including client reports
• Unlimited connectivity bandwidth
• System fully deployed in the cloud
• No server hardware or software is required
• Unlimited support

You may register and use the RepVisor Investment Planning system for 30 days free of charge.
After the trial period, if you decide to continue, you will need to subscribe to the system and the monthly billing will commence.
If you are not satisfied after the free trial period, you can simply elect not to subscribe to the system and the demo access will end.
You will not be charged if you do not subscribe to the system and your demo access ends after the 30 day free trial period.
Institutional Pricing

RepVisor Portfolio System: $50/Month/User
RepVisor Algorithmic Re-balancing System : $45/Month/User

RepVisor offers volume discounts to Institutional subscribers. Please contact us for details by emailing us at info@repvisor.com or call our sales line at 1.855.910.1410.

RepVisor TAA (Tactical Algorithmic Allocation) portfolio re-balancing can only be implemented for institutions where the entire advisor and user base is enrolled in the system. This is required  for the platform to operate properly.  The automatic re-balancing functionality require selected product definitions, a specialized server configuration and custom installation for each institution. Implementation costs can only be estimated after the requirements are clarified.

RepVisor offers white labelling and the "IPS questionnaire" customization, as well as personalized report configurations for each institution.


For implementation costs and volume discounts offered to institutional users, please contact us at info@repvisor.com. We will be happy to schedule a meeting in order to help us fully understand your company's requirements.


1.855.910.1410    info@repvisor.com

© 2023 RepVisor Portfolio Systems Inc.

RepVisor is a Registered Trademark of RepVisor Portfolio Systems Inc.
Back to content