The Expert's Choice in Financial Planning Software

Refer-A-Friend Program

Users may earn a 10% credit towards their next annual membership fee for every new user “seat” they introduce to Integrate.* *

For example, you are a single-seat user, and in 2006 you refer a firm (new user) that registers 5 seats in 2006. You are entitled to a 50% (5*10%) credit toward your membership fee for 2007 ($450).

Maximum credit is 100% of your next year’s membership dues.

WE LIKE LARGE FIRMS!

And now offer "Enterprise Maintenance Fee Rates" for large firms Integrate.

  • $4,500 <6 users ($900/ea)
  • $5,200 for 6-10 users
  • $8,400 for 11-20 users
  • $12,00 for 21-50 users
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