eAdvisor.app Financial Planning Software. Fast, Convincing Answers to Common Questions and Scenarios Clients are Asking About.

Each plan offers the same features and capabilities, but each has a different number of clients depending on the plan selected. Once you reach your limit on the number of clients you may upgrade your plan.

The prices shown on this page are in Canadian Dollars , if you would like to visit the Subscription page to make payments in U.S. Dollars please click here: https://eadvisor.app/subscriptions?curr=usd. If you are a non-US and non-Canadian customer, our payment portal still will accept your payments, however due to exchange rates your subscription price may change month to month.

Yes, select any plan on this page to subscribe, a 14 day free trial is included. You will be alerted via email 1 week (7 days) before the end of your free trial. After the free trial, if you do not cancel your account, you will begin your paid subscription plan.

A client seat is a unique dashboard with a single clients individual profile setup, including factors such as account size and age. You, as an advisor, may view and edit a clients information, but a client will not have access to other clients information.

A co-advisor has access to all of the client’s in a specific account, and may view and edit any client’s information. Thus, if you would like to have advisor’s with separate client’s it is necessary to subscribe to this service for each advisor.

Yes, clients and co-advisors can be added by simply inviting them from the dashboard. Clients and co-advisors may also be quickly and easily deleted from the dashboard. Keep in mind deleting a client immediately removes all of their saved information and cannot be undone.

You will first sign up for an account, then you will be able to select your subscription. Once you sign up you will be able to do the dashboard and login with the account you just created. You will be able to work with the Demo Account right away, and invite clients up to your subscription plan limit.

You may review our quick start and full video training at: https://eadvisor.app/help.

Go to Subscription Sign Up Page

Yes, the dashboard may be white labeled for all advisors and clients with your company name, logo, and company contact phone, email address, and website listed.

We offer video training at https://eadvisor.app/help, if you have a question please either use our live chat if available (bottom righthand corner of the screen) or contact us at: [email protected] - someone will get back with you shortly!

Yes, in the dashboard there is a link on your profile page that will allow you to manage your account. From there you may upgrade or downgrade your plan, or cancel your subscription.

In the dashboard there is a link on your profile page that will allow you to manage your account. From there you may upgrade or downgrade your plan, or cancel your subscription.

Cancellation of a subscription results in an immediate deletion of all client data, as well as a prorated invoice being sent.

Your clients are your clients. Clients that you invite to this application will not be marketed to or have their data shared. We are very serious about protecting your clients' privacy. We won’t add them to mailing lists, or send them promotional emails, or share the information they enter.

In order to allow clients to sign up and manage their account, we will send them a sign up email and allow them to receive a forgot your password email if requested.

First select a standard plan, and get your account setup, and start inviting clients. Once you get close to your client limit (or at any time you choose), you may upgrade to the custom client plan by going to your prior and selecting ‘Manage my Account’.

We partner with Stripe (stripe.com), to provide the best security to our subscribers. Compliance with Payment Card Industry Data Security Standards (PCI DSS) is provided by their payment gateways and Customer Portal in addition to our fully encrypted HTTPS connection to our website and dashboard. Sensitive card-holder data is not stored on our servers, and is managed by Stripe for security and compliance.

Our storage is encrypted with 256 bit encryption, and all of our dashboard services (dash.eadvisor.app) comply with ISO 27001, SOC 1, SOC 2, SOC 3, ISO 27017 and ISO 27018 evaluation processes for security and data privacy. See more here: https://firebase.google.com/support/privacy. Our databases where client information is stored is located in the U.S.A.

Our .app domain requires Secure-Socket Layer encryption to safeguard client information to even function, unlike .com domains where this is optional.

Please visit our terms of service page at: https://eadvisor.app/terms and our privacy policy page at https://eadvisor.app/privacy