Subscription access
Early subscribers get launch pricing with heavy introductory discounts. Until the payment gateway is connected, subscriptions are activated manually by the platform admin after verification.
Select a plan and send the purchase request to WealthMap by MDITech.
The platform admin creates the tenant, subscription, expiry date and tenant login users.
Tenant logs in, captures investor profiles, generates reports and tracks records inside their workspace.
Available plans
Recommended annual plan for growing advisory teams that need higher report volume and team workflows.
Short evaluation access for a new advisory business to test client capture, branded reports, and email delivery before purchase.
Monthly plan for individual advisors who want to start small without an annual commitment.
Entry annual plan for solo advisors or small practices ready to use WealthMap regularly.
Top annual plan for established teams that need unlimited client records, unlimited report generation, and priority support.