A cookie-cutter vendor contract rarely fits the real variation in book size and complexity across firms — which is exactly why there's no published price list.
the risk with any outsourced service is being cut out of your own client relationship.
clients never see the word ORDANIS — you remain the relationship of record throughout.
coordinating with a household's CPA and estate attorney today usually means scattered emails.
they get a shared portal into the same network — you become the hub, not one spoke in it.
a flat published price rarely reflects a specific book's real size and complexity.
pricing is proposed per household during a working session.
every "should we switch advisors" conversation is a risk to the relationship you've built.
once CHRIS, the calendar and the register live on the platform, switching means rebuilding a household's entire operating life.