STARTER

$ 0

Month
Best Fit: Occasional Advanced Estate and Tax Planning solutions for clients.


JOIN NOW

Alta-Branded
 Advisor Platform Experience
Advanced Estate Plans
Sales & Marketing Materials
Client Statements
Data & Web Integrations
Educational Webinar
In-Person Client Events (1/year)

Discounts on Estate Plans & Trusts

One-Time Set Up Fee
$250

JOIN NOW

PROMost Popular

$ 100

Month Per Advisor
Best Fit: Incorporate Advanced Estate and Tax Planning into your client offering.


JOIN NOW

Alta-Branded
 Advisor Platform Experience
Advanced Estate Plans
Sales & Marketing Materials
Client Statements
Data & Web Integrations
Educational Webinar
Co-Branded In-Person Client Events (1/year)

Discounts on Estate Plans & Trusts
 Client 30% | Advisor 30%

One-Time Set Up Fee
$500

JOIN NOW

ELITE

$ 5,000

Year
Best Fit: Fully white-labeled Advanced Estate and Tax Planning solution.


JOIN NOW

White-Labeled
 Advisor Platform Experience
Advanced Estate Plans
Sales & Marketing Materials
Client Statements
Data & Web Integrations
Educational Webinars (2/year)
In-Person Client Events (2/year)

Discounts on Estate Plans & Trusts
 Client 30% | Advisor 50%

One-Time Set Up Fee
$1,500

+ $75 / month per advisor

JOIN NOW