InvestWell Pricing

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InvestWell Pricing Plans

CORE

$100.00
1 server(s) / month
  • Financial Portfolio Reports
  • CRM Capabilities
  • Goal Centric Financial Planning
  • Online Transaction
  • All Asset Classes
  • Online Portfolio Access
  • Analytics
  • Goal Centric reports

InvestWell Pricing Overview


Main Software

Pricing Model: premium only, from $80.00/month
Credit card required: No

InvestWell Pricing Comparison

More Information

Pricing:

  • Starting from: $80.00/month
  • Credit card required: No

CORE

$100.00
1 server(s) / month
  • Financial Portfolio Reports
  • CRM Capabilities
  • Goal Centric Financial Planning
  • Online Transaction
  • All Asset Classes
  • Online Portfolio Access
  • Analytics
  • Goal Centric reports
More Information

Pricing:

  • Starting from: $45.00/month
  • Credit card required: Yes

EY Finance Navigator 1 month access

$45.00
1 user(s) / month
  • All features

EY Finance Navigator 3 months access

$34.00
1 user(s) / month
  • All features
  • 25% discount

EY Finance Navigator 12 months access

$28.00
1 user(s) / month
  • All features
  • 37% discount
More Information

Pricing:

  • Credit card required: No
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