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Plans & Pricing

Choose your subscription plan

Monthly
Yearly
Price per seat

Professional

$179/month
Main features:
  • Dynamic volatility buffer distribution
  • Model annuities and IULs
  • Asset transfers, Roth conversions, etc
  • Profile vs Proposal comparisons
  • Smart tax automation
  • Plan input wizard and intuitive outputs
  • Monte Carlo simulation engine
  • Hybrid cash-flow + goals-based approach
Start your trial
Price per seat

Enterprise

Contact us
Main features:
  • Everything included in Professional
  • Dedicated Customer Service Representative
  • Exclusive training sessions
  • And many other features
Explore partnership

Nexus Walkthrough

Get a deeper understanding of Nexus by watching our walkthrough video and discover the solutions that will optimize your sales cycles.

Watch video

Frequently asked questions

How long is the Nexus trial?

We are offering you a 14 day free trial of Nexus. If you choose not to proceed with a subscription after this period, just let us know and you will not be charged.

Do you offer training for Nexus?

We offer training webinars weekly, as well as our Nexus help center which has all of the support articles you need to get started. 

Can I make updates to an existing subscription?

Yes, you can update your billing, add additional licenses, and also pause or cancel your subscription from within the Nexus application. You can find more details here.

Is Nexus a replacement for my existing financial planning software?
Nexus is a sales enablement tool that helps you to model prospective clients' current financial situation and compare it to plans with your proposed changes to their portfolio. Nexus can be used in the first few meetings with a prospect or new client and can work independently of, or in tandem with a fully fledged financial planning software in your sales journey. 
Who can I contact for more support?
Most questions about Nexus can be answered by our help center. If you still need help, you can reach out to us at support@wealthcentral.com

Need help?

Our help center has all of the content you need to start planning with Nexus.

Visit our help center