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| | | | Purchasing Information | | | | | Contact | | Licenses require a minimum of 25 or more users in the United States; please contact Advisor Institutional Sales at +1 866 619-5932 if you are interested.
For individual licenses and other inquiries, please contact Product Sales at +1 866 312-4637 (Mon-Thurs 7am-6pm, Fri 7am-5pm CST). | | | | | | Pricing | | Pricing is based upon modules licensed and number of users. | | | | | | Format | | Web-based financial advisor platform with implementation, training, and marketing support services. | | | | | | Frequency | | Information is updated in real time as well as daily, weekly, monthly, and quarterly as it becomes available. | |
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