Pricing
ProFlex Plan
Your Complete Planning & Client Experience Platform
ProFlex equips your firm with the tools to create, brand, share, and monitor comprehensive retirement strategies — all in one seamless ecosystem.
Everything You Need to Deliver Real Value:
Full Company Branding
Upload your company logo, branding tagline, and custom strategy name to ensure every report, dashboard, and experience reinforces your firm’s identity.
Branded Client Deliverables
Automatically generate PDF Strategy Reports with your logo, disclosures, and unique messaging — a professional presentation clients recognize and trust.
Flexible Planning Tools
Use Wizard Mode for streamlined plan creation or switch to Advanced Mode for deeper modeling and customization.
Tailored Bucket Strategies
Define custom bucket titles, create unlimited strategies per client, and build frameworks that match your firm’s planning philosophy.
Track Integration: Plan-to-Performance Monitoring
Track, your real-time monitoring dashboard that shows how each client’s portfolio is performing against their strategy.
Track provides:
- Visual year-end value comparisons
- Bucket-by-bucket performance
- Live account syncing and mapping
- Strategy report output for reviews
Custom Messaging & Client Communication
ProFlex makes it easy to align the message your advisors deliver. Create branded disclosures, control presentation flow, and support client confidence with reports that reinforce your firm’s process and philosophy.
Built for Collaboration
Enable Team Sharing, assign access levels, and collaborate with other advisors or assistants across the firm.
Unlimited Growth
No caps: Add unlimited clients and expand your team with additional licenses as needed.
Community + Support
Get access to Quotient Advisor community, learning resources, priority support, and custom integrations for seamless tech stack alignment.
Ready to See It in Action?
Whether you’re looking to streamline your plan creation, monitor strategy alignment with Track, or reinforce your firm’s unique value through branding — ProFlex is built for modern advisory teams.
Contact us today to schedule a personalized walkthrough.