XV Advisor Portal

Pricing


XV Advisor Portal

For Advisors & Lawyers

OFFER

Limited Time Special Offer

Today's globally empowered consumer expects maximum convenience and demands unprecedented control. It's time to start engaging with your clients on a whole new level. We want to help make it easier for you to start planning, together, today. Take advantage of this special offer. Valid through September 30th, 2021.

Contact Us

Advisor

$49per year
  • For Each Connected Client
  • Realtime Reports
  • Promotional Materials
  • User Guides
  • Online Support
OFFER

Advisor Pro

$99per year
  • For 5 Connected Clients
  • Additional Clients @$19per ***60% SAVINGS***
  • Directory Listing
  • Realtime Reports
  • Promotional Materials
  • User Guides
  • Online Support

Advisor Unlimited

$999per year
  • Unlimited Clients
  • Featured Directory Listing
  • Realtime Reports
  • Promotional Materials
  • User Guides
  • Orientation / Training
  • Online / Phone Support