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44% of wealth clients plan to switch, add a new provider, or move assets in the next three years.

EY, Global Wealth Management Industry Report, April 2024



Disclaimer: All projections and comparisons are illustrative and not guaranteed. Results will vary based on dealer approval, compliance requirements, audience, budget, and market conditions. Subscription cost estimates reflect general industry norms and are not attributed to any specific platform. All activity is subject to dealer review and approval under CIRO DC Rule 3600. The 50% savings estimate is based on a three-year comparison against typical subscription platform rates and will vary depending on the platform and tier selected.