As a Sentinel Financial Advisor You Qualify For Preferred Pricing!
$85.00/month
Powerful CRM software designed to help advisors spend less time maintaining data, and more time engaging customers.
With our gateway network of back-offices all your client data is in one place.
$39.00/month*
Compliant financial planning software helps advisors make in-depth financial needs analysis of their customer’s current and future needs.
*The preferred pricing is only applicable if it is purchased as an add-on to Equisoft/connect. Otherwise the client must pay full pricing of $52 per month for an Equisoft/plan license.
$52.00/month*
The most comprehensive asset allocation tool for advisors. Easily create persuasive investment proposals with our 4-step guided investment portfolio recommendations.
*The preferred pricing is only applicable if it is purchased as an add-on to Equisoft/connect. Otherwise the client must pay full pricing of $93 per month for an Equisoft/analyze for advisors license.
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