Simple, tiered pricing
NextDot is cloud-based, can be white-labelled, and is configurable to an organization’s requirements.
Your clients are guided, step-by-step, through the process of estate readiness with the flexibility to provide the necessary data how, when and where they choose.

Pricing Structure
For Independant Financial Advisors
from $317 monthly
20 advisors minimum
- Secure Vault
- Online Portal
- Client access
- Family access
- Advisor access
- Executor Access
- Customer Guidance
- Gaps Identification
- Estate Readiness Score
PROFor Banks & Credit Unions
from $0.72per client profile monthly
20,000 clients minimum
- Secure Vault
- Online Portal
- Client access
- Family access
- Advisor access
- Executor Access
- Customer Guidance
- Gaps Identification
- Estate Readiness Score
EliteFor Banks & Credit Unions
from $1.44per client profile monthly
20,000 clients minimum
- Everything in PRO
- +
- Driven by AI & Data Modelling
- Engagement Engine
- Enhanced Analytics
- Link Products & Services
- Predictive Insights
- Forecaster
Do you have a large client base? Contact us for information about more enterprise options
01
MicrosoftAzure Cloud
02
AI and Data Modeling
03
DataEncryption
From our clients

Lyndon Subroyen
Head of Investec Digital, UK
“We’re always looking to add value to our clients beyond banking, and introducing new digital features and apps on our digital platforms is one way to do this. However, innovation for innovation’s sake is never enough and the tools we offer must meet a need or take away a pain point for our clients. “manage my life” is already proving very popular with clients using Investec online, for its simplicity in streamlining life’s often time-consuming admin tasks.”