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WealthStation’s SaaS offering allows advisors to access on demand by credit card, more than 60 financial planning modules, including SunGard’s asset allocation software.

                                                    

Terms and Conditions Apply. All information is kept strictly confidential.

PRICING:                       

Package: Set Up Fee: Quarterly Fee:

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Asset Allocation
Sales Pro
Advisor
Advisor Plus
Platinum

$ 0
$495.00
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$50.00
$99.00
$200.00
$300.00
$400.00
$625.00