Subscription Pricing

Pricing

$400 Start-up Cost + Subscription (Pick One Below)

Monthly Subscription

for new members

$99

per person, per month

Software subscription
New Member On-boarding Webinar
Getting Started Video Tutorial
Support Team to Help You Get Started
+Everything included with PRO Subscription (here to review)

$499 to Get Started Now

Annual Subscription

for new members

$999

per person, per year

Software subscription
New Member On-boarding Webinar
Getting Started Video Tutorial
Support Team to Help You Get Started
+Everything included with PRO Subscription (here to review)

$1,399 to Get Started Now

MoneyTrax offers a 30-day money-back guarantee

Key Features

A proven, repeatable Client Process
Scripts for every screen including key questions to deliver an effective presentation
Coaching and Training to ensure your success
Marketing Resources to support your online presence and build your trusted brand
Intuitive Presentation Software:
- 100+ presentations with presenter notes
- Space-bar-simple so you can present today
- A unique single-screen presentation showing a family’s entire financial picture
- Powerful retirement readiness calculation
- In-depth financial forecasting and reporting program
- Custom builder tool to assemble your own presentations
Success Team available to answer questions and offer coaching
A Community of Thousands of successful advisors

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Financial Forecasting Tool to Prove Your Recommendations

Set yourself apart by educating, not selling, your clients and prospects on their overall financial picture
and how your recommendations benefit their long term financial goals.

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CONTACT

Become a Trusted Financial Expert

(321) 369-9470 | hello@moneytrax.com | 1498 SE Tech Center Place, Ste. 385, Vancouver, WA 98683