STARTER

$ 0

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


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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

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PROMost Popular

$ 100

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


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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

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ENTERPRISE

CUSTOM


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


GET A QUOTE

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%

Customized to Your Needs
Our Enterprise plan is tailored to your firm. Contact our sales team to get a personalized quote! 

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