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Trusted Wealth Pro

Initial Risk Assessment + 24/7 Monitoring
$39.95 / month
Cancel at any time

Contact us for accounting professional pricing plans
 

Key features

  • Receive an easy to understand initial risk assessment

  • Ongoing 24/7 risk monitoring for one financial advisor firm and one banking institution (optional).

  • AI powered technology detects the most sophisticated risks

  • Insights shared by our expert panel keep us at the forefront of industry threats

  • Early warning alerts delivered 24/7 through text message and email

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Monitoring Details
 
Payment
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Monitoring Details

Financial Advisor's Name  

Financial Advisor's Firm Location

Financial Advisor's Firm Name

Contact for email and text alerts

Select a Bank for Monitoring  (optional)

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Select a Credit Union for Monitoring  (optional)

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