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Pricing
NovaTrak is provided as a SaaS, meaning that you never have to worry about updating or maintaining the software, and you can access your dashboard from ANY computer.
Prices provided are per advisor and include one advisor license and one support license.
Included Features
- Customized Cost Calculator
- Goals Workbook
- Practice Dashboard
- Customized Branding: Logos, Colors & Disclosures
- Access to Full Process and Implementation Guide
- Client Experience Timeline
- Client Facing Email Templates
- Document Checklist
- Downloadable PDF Reports
- Help Videos for NovaTrak Tools
- Learning Hours & Knowledge Base
- Prospect Materials
- Document Checklist
*included in Ascend & Orbit Packages
- Create Engaging Financial Plan Deliverables
- Inspire Action with OneTrakTM
For a Limited Time LOCK IN a 30% discount on our most popular packages!
See details below
Monthly or Yearly Pricing Available
Launch Package
Up To 150 Households
$59MONTH
$59MONTH
Launch Package
Up to 150 Households
$675YEAR
$675YEAR
Ascend Package
Up to 50 Households
$9969MONTH
until 12/31/2024 with code NOVA30OFF
$
until 12/31/2024 with code NOVA30OFF
Ascend Package
Up tp 50 Households
$1100770YEAR
until 12/31/2024 with code NOVA30OFF
$
until 12/31/2024 with code NOVA30OFF
Orbit Package
Up to 150 Households
$199139MONTH
until 12/31/2024 with code NOVA30OFF
$
until 12/31/2024 with code NOVA30OFF
Orbit Package
Up tp 50 Households
$22001540YEAR
until 12/31/2024 with code NOVA30OFF
$
until 12/31/2024 with code NOVA30OFF
Sign up before December 31st, 2024 to lock in your 30% discount for the life of your subscription!
Use code “NOVA30OFF” at checkout.
Enterprise Pricing150+ households
Contact us for
special pricing for
large ensembles &
enterprises