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Cost Analysis - Finpace vs. The Rest

Cost Analysis - Finpace vs. The Rest

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Cost Analysis - Finpace vs. The Rest

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  1. You’re using one or a combination of these, right? Would simplicity be better for you? What if 1 app did the work of 3+? vs. Finpace would be easier, faster, more compliant and much more cost-effective for you and team

  2. $240 per user or $840+ per team/year Do the math. $1,188+ per user/year + support fees What are you using? $240 - $564+ per user/year minimum 3 users How much are you paying? $240+ per user/year Is your current setup clunky? $180+ per user/year Could it be more simple? $504+ per user/year Would you rather have: Unknown at this time $408+ per user/year 1 login $876+/year per advisor + $432 yearly for each additional user 1 simple price Estimated at least $1,500/year 1 app that does all you need With 24/7 automated compliance $4,740/year per user $300/year per user

  3. We know how hard it is to navigate never ending compliance, new technologies, employees, clients, your own schedule, etc. We were wrestling through the same struggles not too long ago... Which is why we built Finpace for you And this is why 1,000+ financial advisors have already moved to Finpace and are seeing the benefits: Request a demo here $10,000’s and weeks of time saved each year 1 1 click above to get your demo Keep going

  4. These don’t come standard with automated, built-in compliance Most common replacement by Finpace users: How much would that be worth to you? Box, MyRepChat, Dropbox Sign & Precise FP Average yearly user cost: $2,940 Unlimited Support Seats 2 2 Online Forms Templates 5 Hours Development ($500 value) Investment in Finpace: Online Agreements $149/advisor/month plus one-time firm fees of $995 + $100/advisor Online Suitability Forms Unlimited, Secure Storage Go From 3+ apps down to 1 Go from clunky to simple Perpetual Compliance Easier-to-use Fast Get your demo $10,000’s and weeks of time saved each year 1 1 click above to get your demo $10,000’s saved refers to a combination of per/user cost savings and built-in compliance you aren’t paying your compliance attorneys $10,000’s saved refers to a combination of per/user cost savings and built-in compliance you aren’t paying your compliance attorneys 1 1 $2,940 cost includes 3 users (minimum required @ Box), 1 user @ MyRepChat, 1 user @ Dropbox Sign and 1 user with 2 support seats @ Precise $2,940 cost includes 3 users (minimum required @ Box), 1 user @ MyRepChat, 1 user @ Dropbox Sign and 1 user with 2 support seats @ Precise 2 2

  5. Get your demo FAQs 2 2 Do you offer free trials? Onboarding happens in 5 minutes or less, how? NO, after years of testing this, they do not cause real, lasting change within your practice, only time waste. But by choosing Finpace, you get unmatched commitment to customization and your results, because you’re investing in results right? Not thrilled in 60 days? You get back 75% of your recurring fee. What Financial Planner offers you any level of refund on a financial plan, if you’re unhappy!? AUTOMATION of required tasks is the secret sauce here. When onboarding customers, you have to gather/input data over and over, you have to send out disclosures, you have to open accounts, you have to get contracts signed, you have to manage your CRM, you have to keep clean records for compliance, etc. etc. etc. IT’S A LOT OF WORK! Finpace does all of these tasks for you automatically and without errors so you can get hired faster, eliminate NIGO and create a lasting experience for your customers. What is automated compliance? WHEN you’re audited (not if), you have a line item list that can be extensive and exhaustive. Finpace will cover any- where from 10% - 30% of this audit list automatically. Less work, stress and distraction for you, so you can do something better with your time than bow to the auditor. Why choose Finpace? WE were where you are, likely frustrated by clunky tech that’s often outdated and unopen to your feedback. At Finpace Your voice is important to us as well as your results, because that’s what you invest in, right!? click above to get your demo

  6. One low, simple price $149/advisor/month Get started today! Unlimited team seats $10,000s in built-in compliance value Get your demo Choose the more cost-effective, easier and more compliant technology that also cares and invests in your results!

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