After the demo, if you’re as excited about it as we think you will be we will get back to you with a price quote and to finalize competitor fee schedules to include.
Sign the contract and send us your fee schedules to include in the set-up. Fee schedules you provide will always remain confidential (and never be provided as competitor data to others.)
We will complete the set-up and provide you with a unique business unit code. You distribute this business unit code within your organization to anyone you would like to have access to the application.
Users within your organization go to WealthPrices.com and register using the business unit code and their email address.
You’re done. Your team logs into WealthPrices.com to get the best competitive information for negotiating business!