About
Your comprehensive financial planning software for seamless cross-border wealth management. Manage assets, taxes, and cash flow across US, Canada, and other major jurisdictions with confidence. Built with compliance in mind, Advisor helps you deliver a premium client experience while maintaining regulatory standards.
Key Features
Top 3 Benefits
Why teams choose GlobalwealthNavigator
Onboard clients 60% faster
Bank-level security
Reduce paper by 90%
Additional Benefits
- Improve client satisfaction scores
Ideal For
Financial advisors and wealth managers who want to deliver a modern, digital client experience while maintaining compliance.
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Pick the right plan for your business — see what's included side-by-side.
| Features | Starter $199/mo month | Team $499/mo month | Enterprise $1999/mo month |
|---|---|---|---|
| Included in every plan | |||
| Branded client portal | |||
| Secure document sharing | |||
| Client onboarding workflows | |||
| Meeting scheduler | |||
| Compliance archiving | |||
| Two-way messaging | |||
| Portfolio snapshots | |||
| Plan differences | |||
| Up to 50 clients | |||
| Document vault | |||
| E-signatures | |||
| Custom branding | |||
| Up to 200 clients | |||
| Team collaboration | |||
| Advanced workflows | |||
| API access | |||
| Unlimited clients | |||
| SSO | |||
| Custom integrations | |||
| Compliance suite | |||
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Pricing
Starter
- Up to 50 clients
- Document vault
- E-signatures
- Custom branding
Team
- Up to 200 clients
- Team collaboration
- Advanced workflows
- API access
Enterprise
- Unlimited clients
- SSO
- Custom integrations
- Compliance suite