AdviChat™ is an AI-based white label chat widget for registered investment advisor websites
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AI Chat Widget Options
We offer three plans for our service based on the number of RIA's.
Solo Practice
1 Registered Investment Advisor
- Monthly Fee
- $195.00
- Annual Fee
- $2,340.00
- Top Cost Per Advisor
- $2,340.00
- Total AUM Needed to Pay Fee @ 1% Management Fee
- $234,000.00
Ensemble
2–9 Registered Investment Advisors
- Monthly Fee
- $395.00
- Annual Fee
- $4,740.00
- Top Cost Per Advisor
- $861.82
- Total AUM Needed to Pay Fee @ 1% Management Fee
- $474,000.00
Enterprise
10+ Registered Investment Advisors
- Monthly Fee
- $595.00
- Annual Fee
- $7,140.00
- Top Cost Per Advisor
- $714.00
- Total AUM Needed to Pay Fee @ 1% Management Fee
- $714,000.00
Contact Us
Please ask us questions via this form. An Exactus Wealth representative will respond.