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
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
$99MONTH
$99MONTH
Ascend Package
Up tp 50 Households
$1100YEAR
$1100YEAR
Orbit Package
Up to 150 Households
$199MONTH
$199MONTH
Orbit Package
Up tp 50 Households
$2200YEAR
$2200YEAR
Enterprise Pricing150+ households
Contact us for
special pricing for
large ensembles &
enterprises