Web
Desktop

Personal Plus

Best for Federal Employees
$ 99 per year
  • Web based
  • 12-month subscription
  • Access from any computer
  • Encrypted data files
  • Free updates
  • Auto-renewal available
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PRO

Best for Financial Professionals & Government Agencies
$ 679 first year
  • Web based
  • 12-month subscription
  • Access from any computer
  • Encrypted data files
  • Add your logo to cover page - no cost
  • Free updates
  • $100 off renewals*
  • Auto-renewal available
  • Quantity discounts available
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PRO

Best for Financial Professionals & Government Agencies
$ 65 per month
  • Web based
  • Month-to-month
  • Access from any computer
  • Encrypted data files
  • Add your logo to cover page - no cost
  • Free updates
  • Auto-renewal available
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Monthly

Enterprise

Best for Advisor Groups
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  • Web based
  • Ultimate in user control
  • All PRO features plus:
  • Assign, revoke user privileges
  • Maintain control of client data
  • Quantity discounts available
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* Renewals must be complete before your subscription expires to receive discount.