Bullfinch Wealth Suite Pricing Overview

Bullfinch Wealth Suite has not provided pricing information for this product or service. This is common practice for software sellers and service providers. Contact Bullfinch Wealth Suite to obtain current pricing.

Bullfinch Wealth Suite pricing & plans

Pricing information for Bullfinch Wealth Suite is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase Bullfinch Wealth Suite must be conducted with the seller.

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Bullfinch Wealth Suite Alternatives Pricing

The following is a quick overview of editions offered by other Investment Portfolio Management Software

Betterment at Work Essential	$100.00100 per month + $5/monthly record keeping per active participant + 0.25% advisory fee + one-time implementation fee of $500	An affordable, easy-to-manage 401(k) plan for your employees’ retirement. Streamlined plan design with auto-enrollment & auto-escalation Simple payroll integration with Gusto, TriNet, and other providers 3(38) and 3(16) fiduciary services with administrative, compliance, and investment support Ongoing email and chatbot support for plan administrators Getting started webinars and emails for employees
Koyfin Free	$0.00	The ultimate beginner package; everything you need to get started gaining insight on your investments 2Y financials & 1Y estimates 2 watchlists & portfolios Advanced charting Global stock screener Market news Market & macro dashboards 2 custom dashboards 45D transcript history Company snapshots Economic & earnings calendar Popular ETF holdings & valuation data Show More
Backstop Solutions Suite Portfolio Management	Contact Us	Backstop’s Portfolio Management platform provides the ability to manage multi-asset class investments, communications and portfolio performance, and conduct due diligence on existing and potential managers. Access your data instantly, from anywhere, any time through a secure, reliable cloud-based platform. Increase your operational efficiencies through a centralized, comprehensive portfolio management system. Manage, view, and analyze the entire investment cycle, all in one place. Establish and maintain clear insight into your portfolio with sophisticated liquidity reporting tools. Protect data and maintain operational due diligence compliance. Show More

Various alternatives pricing & plans

Pricing information for the above various Bullfinch Wealth Suite alternatives is supplied by the respective software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase any of these products must be conducted with the seller.

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