Single User List Pricing
Investment Planning $55 / Month
Investment Planning $55 / Month
Included in the monthly license fee:
You may subscribe 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 register to the system and your demo access ends after the 30 day free trial period.
- Secure access to the subscribed products
- 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 subscribe 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 register to the system and your demo access ends after the 30 day free trial period.
Institutional Pricing
Investment Planning $50 / Month
NetWorth CRM $30 / Month
Client Portal $10 / Month
Mobile Advisor Free with RepVisor Client subscription
RepVisor TAA $45 / Month
RepVisor offers volume discounts to Institutional subscribers for Investment Planning, NetWorth CRM and Client Portal products. Please contact us for details by emailing us at info@repvisor.com or call our sales line at 1.855.910.1410.
NetWorth CRM requires institution wide workflow rules and DocuSign subscription for the system to work across all channels and users.
RepVisor TAA (Tactical Asset Allocation and Automatic Re-balancing System) 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.
Investment Planning $50 / Month
NetWorth CRM $30 / Month
Client Portal $10 / Month
Mobile Advisor Free with RepVisor Client subscription
RepVisor TAA $45 / Month
RepVisor offers volume discounts to Institutional subscribers for Investment Planning, NetWorth CRM and Client Portal products. Please contact us for details by emailing us at info@repvisor.com or call our sales line at 1.855.910.1410.
NetWorth CRM requires institution wide workflow rules and DocuSign subscription for the system to work across all channels and users.
RepVisor TAA (Tactical Asset Allocation and Automatic Re-balancing System) 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.
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.
RepVisor Product Family
