top of page

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

Sign up

Monitoring Details
 
Payment
Done

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)

arrow&v

Select a Credit Union for Monitoring  (optional)

arrow&v
bottom of page