For Professionals

OnTrajectory Pro Portal

For Financial Professionals. From fully licensed Advisor firms to boutique coaches, OnTrajectory lets you empower your clients with the tools they need. Plus, you have the access and control to help them achieve success. For a more in depth look at how OnTrajectory can benefit your practice, book a free demo.

Collaborate

Model financial plans together with your client in real time

Manage

Easily add and remove managed clients on your account

Empower

Give clients the option to update their own scenarios—or gate access

Pro Portal Pricing

OnTrajectory makes it easy for you to increase your value to clients
$ 49 Monthly
  • Up to 25 clients
  • 1 hour of live onboarding support
  • Unlimited technical support
  • Custom branding: add your logo and text to PDF reports

Enterprise Pricing

Schedule a consultation with one of our OnTrajectory experts

Full Features List