Advisor Portal

Pricing


For Advisors + Lawyers

ExecuVault Advisor Portal

advisor portal

Starter

$49per year For Each Connected Client
  • Advisor Profile
  • Directory Listing
  • Realtime Reports
  • Online Support


SUBSCRIBE

$49/year per additional client

advisor portal

Standard

$99per year For Five Connected Clients
  • Advisor Profile
  • Directory Listing
  • Realtime Reports
  • Online Support
  • Orientation / Training

SUBSCRIBE

$99/year per "5-client" block

advisor portal

Unlimited

$999per year Unlimited Clients
  • Advisor Profile
  • Directory Listing
  • Realtime Reports
  • Online Support
  • Orientation / Training
  • Custom Landing Page

OFFER

Limited Time Special Offer

Today's globally empowered consumer expects maximum convenience and demands unprecedented control. We're excited to help you introduce your valued clients to ExecuVault™— the first-of-its-kind digital platform for collaborative estate planning and self-directed legacy transfer.


Your advisory team, law firm, or brokerage may still be eligible for our invitation only early access program. Space is limited. Contact us to schedule a demonstration.

Contact Us