Advisor Pro-Portal

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Model Clients Financial Futures COLLABORATIVELY The OnTrajectory Advisor Portal gives you AND each client access to a shared space for financial data.

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Starting at $39/month, 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 monthly cost per advisor. Renewals made before expiration of current year are price-guaranteed for the following year:

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