Clear and transparent pricing
Prezzi software per pianificazione patrimoniale Earnext: un sistema di abbonamento flessibile e scalabile, basato sul numero di clienti e intermediari collegati.
Nessun costo di setup nei 30 giorni di prova.
Pay per Use
BASE
€ 1.200,00
risparmi 240,00 €
/ year per client, up to
2 connected intermediaries
STANDARD
€ 1.800,00
risparmi 360,00 €
/ year per client, up to
3 connected intermediaries
PREMIUM
€ 2.400,00
risparmi 480,00 €
/ year per client, up to
4 iconnected intermediaries
ELITE
€ 3.000,00
risparmi 600,00 €
/ year per client, up to
5 connected intermediaries
Chiedi un’offerta personalizzata
Cosa è incluso
Comprehensive wealth dashboard
Automatic and manual aggregation of financial, real estate, and corporate data.
Goal-based simulations
Plan for capital, income, or goals. Share scenarios with your client.
Custom PDF reports
Generate and download clear, professional reports, ready to share.
Controlled multi-user access
Distinct permissions for advisor, collaborator, and end client.
Connection with banks and accounts
Always up-to-date banking data (provisioning cost included in the plan).
Dedicated support and onboarding
Human support and training to get started immediately, hassle-free.
Activate your first client with Earnext.
Richiedi una demo personalizzata della piattaforma e scopri come puoi migliorare efficienza operativa, controllo e valore percepito dal cliente.
