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Posted

I'm trying to price out yearly cost for the FTWilliam software, but the pricing scheme seems convoluted online. Would love to find out what the cost per plan is for other users here. Seems like FTWilliams severely punishes smaller firms for filing fewer plans. <=15 plans ($460-$30/plan), 16-250 plans ($42-$3/plan).

Also confused as to whether they are charging for users and plans, or just plans within the firm. For example, here are some details:

2 unique users filing 6 plans each. Is our pricing $38/plan ($460/12), or is it $76/plan ($460*2 / 12)

Thank you for your help

Posted

Relius charges more

The material provided and the opinions expressed in this post are for general informational purposes only and should not be used or relied upon as the basis for any action or inaction. You should obtain appropriate tax, legal, or other professional advice.

Posted

I'd suggest you contact FT William directly and ask them these questions? I have found them to be very helpful and straightforward, and they can probably answer this question for you very quickly.

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