Help Your Clients Plan for Every Major Life Decision
Easily assure their clients that they will be prepared for whatever comes in life.
Answer the tough questions with flexibility and control
Other financial tools constrain your ability to test different assumptions and model complex scenarios. OnTrajectory Pro was built to handle your client’s toughest questions.
OnTrajectory Pro Pricing
Get full access to OnTrajectory’s capabilities for you and your clients in a centrally managed Pro account.
per advisor, paid annually, for up to 25 clients
per additional client
Pro Plan Features
- Includes up to 25 clients*
- Add additional clients for $2/month per client
- 1 hour of live onboarding support per advisor
- Unlimited technical support
- Custom branding: add your logo and text to PDF reports