Clear Pricing. Undeniable Results.

Monthly
Annual

Standard

$ 49 per month
  • 5 reports per month
  • Unlimited contacts
  • Basic Calculator
  • Basic WEALTH REPORT
  • WealthPRIME branding on report
  • Historical View Access

Pro

$ 149 per month
  • 15 reports per month
  • Unlimited contacts
  • Basic Calculator
  • Expanded WEALTH REPORT
  • Custom branding on report
  • Historical View Access
  • Prospecting Library
  • Video Learning Center

Elite

$ 349 per month
  • Unlimited reports per month
  • Unlimited contacts
  • Full Calculator
  • Expanded WEALTH REPORT
  • Custom branding on report
  • Historical View Access
  • Prospecting Library
  • Video Learning Center
  • Email Campaigns
  • Sales Training Webinars
  • Annual WealthPRIME Event
  • Plan Design Desk (Coming Soon)

Standard

$ 588 annually
  • 5 reports per month
  • Unlimited contacts
  • Basic Calculator
  • Basic WEALTH REPORT
  • WealthPRIME branding on report
  • Historical View Access

Pro

$ 1,788 annually
  • 15 reports per month
  • Unlimited contacts
  • Basic Calculator
  • Expanded WEALTH REPORT
  • Custom branding on report
  • Historical View Access
  • Prospecting Library
  • Video Learning Center

Elite

$ 4,188 annually
  • Unlimited reports per month
  • Unlimited contacts
  • Full Calculator
  • Expanded WEALTH REPORT
  • Custom branding on report
  • Historical View Access
  • Prospecting Library
  • Video Learning Center
  • Email Campaigns
  • Sales Training Webinars
  • Annual WealthPRIME Event
  • Plan Design Desk (Coming Soon)

Take a Guided Tour

Features to Help Your Practice Thrive

Multiple-Report Access

Depending on your membership level, you may run an unlimited number of WEALTH REPORTS as your prospecting and business development needs require.

Branded WEALTH REPORT

Customize the WEALTH REPORT with your contact information and logo and differentiate yourself from the competition.

Expanded Calculator

Add additional questions to the calculator software to deliver a deeply customized, financial roadmap for your clients.

Enhanced WEALTH REPORT

The standard WEALTH REPORT is two pages. Get access to a comprehensive, 8-page document that can act as your retirement plan sales proposal.

Prospecting Library

Access a full suite of prospecting and sales tools to grow your retirement practice with scripts, sales letters, videos, and more.

Historical View Access

See a snapshot of your report usage to track activity, assess demand, and follow up with prospects and clients.

Email Campaigns

Have the WEALTH REPORT sent directly to your clients and prospects by simply entering their name and email address. The software will handle the rest.

Sales Training

Learn from cash balance and retirement plan experts through exclusive training webinars and in-person events.

Plan Design Desk (coming soon)

Retirement plan design can be complex and requires trained practitioners to develop plans that suit varying client needs. Access a members-only call desk to support your plan design related questions.

Who WealthPRIME Was Built to Serve

DCIO Firms

• Increased assets under management
• Ability to focus on the cash balance market
• Potential for custom product creation
• New investors using your funds
• Good supplement to your 401(k) assets with proprietary funds

TPAs

• Increased top-line revenue growth
• Powerful sales tool
• Additional assets capture
• White label capability
• Increased value of TPA for clients
• Adds expanded layer of service to clients
• May offload actuarial work but still offer the service

Institutions / Record-Keepers

• White label capability
• New high-net-worth client sales conversion tool
• 401k dollars are sticky (retained assets)
• Can charge a premium to manage 401k assets
• Powerful prospecting and client retention tool
• Cross sell opportunity Banks

Banks

• Increased assets under management
• Retirement clients can become potential commercial clients
• Increased client retention
• 401(k) rollovers
• Referrals and expanded word-of-mouth
• Cross sell opportunity

Broker Dealers / Financial Advisors

• Differentiator in the marketplace
• Tax planning tool for high-net-worth individuals
• Increased revenue and growth of book of business
• Can charge a premium to manage assets
• New high-net-worth client sales conversion tool
• Great resource for Advisors to leverage and attract CPA partnerships
• Stickier client relationships
• Cross sell opportunity

CPAs

• White label capability
• Additive business and billing hours outside of traditional tax season
• Increased value of CPA for clients
• Adds expanded layer of service to clients
• Differentiator for CPAs in the marketplace who can now become qualified plan experts
• CPAs mostly default to SEP IRAs, as they don’t have an understanding of qualified plans

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Ready to Get More Leads and Build Assets Under Management without the High Cost and Frustration?