Simple, straightforward pricing.
Harbor's Financial Health Quiz + Planning Preview technology is priced according to the number of practitioners at your firm.
$85 / month
(up to three practitioners)
- Basic customization
- Single login to advisor dashboard
+ $35 / month
(per practitioner, up to seven)
- Multi-user login to dashboard
- Content customization
(per practitioner, 8+)
- Onboarding customization
- Criteria-based prospect routing