Wealthiee

(EN)

Advisor login

Wealthiee

(EN)

Wealthiee

(EN)

Our pricing is straight forward

One plan, is that easy

Prices shown are exlcuded VAT

Premium

CHF 150

/month

Get started

Leads starting from 110 CHF

Wealthiee directory profile

SEO Optimized profile

Basic support

Pro

CHF 300

/month

Leads starting from CHF 49

Wealthiee directory profile

SEO Optimized Profile

Client management

Conversion tools

Advanced analytics

Export capabilities

Enterprise

Contact us

Leads starting from 49 CHF

Wealthiee Directory profile

SEO Optimized Profiles

Client management

Conversion tools

Advanced Analytics

API Access

Filtering & Criteria setting

Advanced security features

Export capabilities

Frequently asked questions

How many enquires of leads can I expect

The number of enquiry leads you receive will vary depending on your chosen location and selected client criteria.Our sales team are available to discuss your preferred locations and the potential opportunity available. Contact us by phone +41 22 518 09 43 or email support@wealthiee.ch

Are enquires leads sent to me exclusive?

Can I apply filters so I only get the leads I want?

How much does one Enquiry lead cost?

How many enquires of leads can I expect

Are enquires leads sent to me exclusive?

Can I apply filters so I only get the leads I want?

How much does one Enquiry lead cost?

How many enquires of leads can I expect

Are enquires leads sent to me exclusive?

Can I apply filters so I only get the leads I want?

How much does one Enquiry lead cost?

How many enquires of leads can I expect

Are enquires leads sent to me exclusive?

Can I apply filters so I only get the leads I want?

How much does one Enquiry lead cost?

Ready to get started?

Energise adviser productivity and drive greater ROI by scaling access to clients

Get started now