Advisor Plan
$ 2,000 / Year / User
Bring the power of planning to your philanthropic clients.
What's Included:
- Multiple Client Accounts
- Philanthropic Financial Planning
- Grant Planning
- Relationship Management System
- Governance and Records Portal
- Philanthropic News
- Resource Hub
- Dedicated Relationship Manager
We believe in value for money spent. That’s why we choose to be completely transparent in pricing so people can do better with the choices they have.