Model Clients Financial Futures COLLABORATIVELY

The OnTrajectory Advisor Portal gives you AND each client access to a shared space for financial data.

Starting at $500/year, our platform is the absolute best value for managing your clients. Benefits include:

  • Modeling financial plans together with your clients in real-time, from anywhere
  • Clients can tweak their own data in dedicated scenarios
  • Easily add / remove clients from your list of Managed Clients
  • Every client receives all OnTrajectory premium 'PowerPlan' features
  • Receive personal Orientation Training & Support sessions based on the Tier purchased (see 'Pricing' below)
  • Receive referrals from local OnTrajectory users interested in working with a registered financial planner

Pricing

Prices below are annual cost per advisor. Renewals made before expiration of current year are price-guaranteed for the following year:

  • Up to 10 Clients: $500/year (about $50/client)
    Includes 1-hour of Live Training/Support
    Unlimited Email Technical Support
  • Up to 25 Clients: $1000/year (about $40/client)
    Includes 3-hours of Live Training/Support
    Unlimited Email Technical Support
  • Up to 50 Clients: $1500/year (about $30/client)
    Includes 10-hours of Live Training/Support
    Unlimited Email Technical Support
    Your logo & customized lanuage in PDF Output Reports

For more information or Enterprise Licensing: Questions@OnTrajectory.com
Or by phone: 410-989-1968