Contact us for a Price Quote
The price for each PowerAdvisor database is dependent on total number of accounts and custodians serviced. The cost for a low maintenance database is typically in the range of $400-$500/month, but if the database requires multiple datastreams or custom interfaces the cost could be much higher.
We communicate with each prospective client to understand their data needs and goals before we arrive at the appropriate price point for their database. It’s important that we are a good fit for you, but it’s equally important that you are a good fit for us. We take the time to establish clear goals and expectations in each contract so that we can provide the best service to each advisory practice.
It never hurts to ask! We offer competitive pricing when compared to other Portfolio Management Systems on the market. Reach out to us if you are curious how much a PowerAdvisor database might cost your business, and we will be happy to answer all of your questions.
Schedule a Demo/Appointment
Use the form below to get the ball rolling. Please indicate what you are hoping to achieve with PowerAdvisor (reports, data efficiency, billing, customized reporting, its also OK if you are not sure yet), and whether you would like to schedule a demo, a phone call, or if you are just looking for a price quote.
➤ location
1211 SW 5th Ave #2250
Portland, OR 97204
Office Hours
Monday - Friday
9AM - 5PM (Pacific Time)
☎ Contact
info@poweradvisortools.com
(503) 968-7202