Our pricing for SoA's produced in 3 days is...
$449 Ex GST
$649 Ex GST
$849 Ex GST
$1,049 Ex GST
Five Strategy + or Gearing
$1,149 Ex GST
$199 Ex GST
Includes holds and simple rebalances only
$300 Ex GST
Our price includes licensee templates for cash reserve, health and general insurance. Estate planning is included within all plans at no additional cost. Also modelling costs, replacement of product or insurance costs are fully included within the strategy costs.
The number of strategies is based on the definition list with the available strategies and sub strategies listed below.
Note: Each strategy outside of client, partner and joint applies on a per entity basis with a list of available sub strategies for each.
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SoA Manager is the platform of choice for many of Australia's leading Advisers.