Business Model

Financial Institution with hundreds to tens of thousands of users:
- Our Cloud Software is perfect….. we’ve run hundreds of thousands of reports on the cloud (we use AWS as the cloud provider) for our institutional clients.
- Probably the biggest decision is whether you want a database of cases for each user. Some of our largest clients choose not to and others choose that option.
- Pricing is a function of modules licensing fees as well as monthly server expenses.
Smaller Institutions providing Illustrations for an advisory base via PDFs generated by home office:
- We can provide the same illustrations and the same analysis.
- Pricing is a function of modules licensing fees as well as monthly server expenses if applicable.
Individual Financial Firms:
- We can provide the same illustrations and the same analysis.
- Up to 5 individual firm advisors can user our software for 60% of the costs of 5 individual licenses. Cloud fees may apply.
Individual Advisors:
- We can provide the same illustrations and the same analysis. Cloud fees may apply. See our product price list and groupings.