KEY ADVISOR TOOLS

Professional tools. Your firm identity.

Choose the tools that fit your practice. Monthly billing makes it easy to start with Advisor Workstation and add CRM when you need it.

New monthly pricing: Advisor Workstation $99/month. Optional CRM $49/month.

REQUIRED FOUNDATION

Advisor Workstation

$99per month

Planning, reporting, analysis, KAT Business Review, collaboration, firm branding, and subscriber dashboard.

Included — required

OPTIONAL ADD-ON

CRM

$49per month

Contact and household management, activity tracking, email merge, integrations, and capacity for up to 5,000 contacts.

Add CRM

What's IncludedOn-demand training videos for each major KAT platform area — included with your subscription

Selected monthly subscription$99/monthAdvisor Workstation is required. Add CRM for a combined $148/month.

Five-year price protection: The recurring price for modules included when your subscription begins is protected for five years from your subscription start date, provided the subscription remains continuously active and in good standing. This is price protection, not a five-year commitment. Review the Subscriber Terms & Conditions.

Online enrollment update in progress. The website pricing is now monthly. Secure checkout will be re-enabled after the Stripe monthly Price IDs are updated.

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KEY ADVISOR TOOLSProfessional tools for independent financial professionals.

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Key Advisor Tools provides technology and analytical tools; it does not provide investment, legal, or tax advice. Subscriber firms remain independent and are responsible for their advisory services, compliance programs, disclosures, documents, and client relationships.