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SL Notify Prices For Financial Advisors

There is no limit to the number of clients and holdings associated with your practice. There is no requirement that other advisors in your practice also use SL Notify. All subscriptions are individual and based on the number of clients entered into the system. The setup fee is minimal, and the benefits, value and advantages received are nothing short of phenomenal. The savings in labor costs alone for manually managing Exchange Fund Transfers pays for the cost of the monthly subscription.

What's Included With Your SL Notify Subscription

There are no limits to the types of accounts and the number of holdings within those accounts clients have. The subscription includes the following:

1. Monthly access license.

2. Daily maintenance and updates by authorized users (email notification, adding and editing clients, account types and holdings, stop loss review and adjustments, reports).

3. System updates/upgrades.

4. Data storage.

5. Daily and weekly tape backups.

6. Encryption security.

7. Facility, network, file server and system security.

8. Unlimited technical support.

SL Notify Subscriber Fees

A monthly subscription to SL Notify costs:

A setup fee of $110 involves initializing the subscriber account, issuing a secure password, adjusting the database to authorize the new user(s), establishing payment procedures and assisting, if necessary, with setting up the subscriber profile.

If compatible files are available, SL Notify provides the technical support to import the data into the Stop Loss Portfolio Management System. A minimum of $500 is charged, and if more time is needed, additional time is charged at a $95/hour rate, with the total not to exceed $950 (including the minimum $500 fee).

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