Description
Platinum service level: This is for the DIY user and supports one plan with up to three (3) scenarios ($30 sign-up fee + $89/year subscription)
Platinum Family service level: This is for the DIY users who wants to create up to five plans with up to three (3) scenarios each ($40 sign-up fee + $159/year subscription). This enables you to create plans for several different family members.
Platinum Pro service level: This is for financial advisors who produce plans for multiple clients and supports one plan with up to three (3) scenarios per client for up to 25 clients ($50 sign-up fee + $349/year subscription)
Platinum Pro 50 service level: This is for financial advisors who produce plans for multiple clients and supports one plan with up to three (3) scenarios per client for up to 50 clients ($100 sign-up fee + $499/year subscription)
