Over 10 years we help companies reach their financial and branding goals. Engitech is a values-driven technology agency dedicated.

Gallery

Contacts

411 University St, Seattle, USA

engitech@oceanthemes.net

+1 -800-456-478-23

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.

Estate Data Platform - NextDot - RattleHub - Gradient

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
Get Started Now

PRO
For Banks & Credit Unions

from $0.72
per 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
Get Started Now

Elite
For Banks & Credit Unions

from $1.44
per 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
  •  
Get Started Now

Do you have a large client base? Contact us for information about more enterprise options

01
Microsoft
Azure Cloud

02
AI and
Data Modeling

03
Data
Encryption

From our clients

Emilia Clarke
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.”