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Purchase

Let’s face it, no one likes filling out forms… That’s why we’ve launched Prospio Concierge! Prospio Concierge offers peace of mind, allowing you to sit back and relax while we properly set up your Prospio Wealth Account. You simply provide us with the information we request and leave the rest to us. We will even call you after we finish and give you a 30 minute demonstration on how to maintain your new Wealth Account.

1. Gather your information…

You’ll need your income information, bank account information including balances, mortgage information, loan information, credit card information and itemized household expenses. You can combine all bills into a single itemization if desired. Once you enter it all, you’ll even know the amount of money you have left over at the end of the month, we call this your discretionary income.

2. Be completely Accurate…

To use Prospio effectively, you’ll need to do some research, so plan on knowing the specifics, including your balance amounts, rates, payment amounts and statement dates, etc.

3. Ready to send it?

Once you’ve downloaded and completed the form below, please send it to support@trivesta.com and please make sure to include your Name, Dealer ID, Username and Password. Once we complete the setup, we will call to schedule a 30 minute demonstration, where we will outline what we did, answer any questions and teach you how to maintain your Prospio Account.

4. Want to learn on your own time?

Check out our Training Videos. (20 minute total) Log into your Back Office>Trivesta University>My Learning

Download the Form (EXCEL)
 
Download the Form (PDF)

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Let us properly set up your Prospio Wealth Account. Sit back and relax while we take care of all of your account details.
This includes your initial setup of Prospio (up to 2 hours).  We will even call you after we finish and give
you a 30 minute demonstration on how to maintain your new Wealth Account.

Purchase

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Platinum Service – $299.95

Includes the Prospio Concierge Service, which includes your initial setup of Prospio (up to 2 hours) and a 30 minute demonstration on how to maintain your new Wealth Account, PLUS you receive Unlimited Support for an entire year!

Additional  30min – $39.95

Need additional time after your Concierge setup?
We will be happy to help with that…

Prospio Account Check Up – $0

Let us take a look at your account and see how
healthy and up to date it is.. Think of it as checkup
for your Wealth Account.

Prospio Account Repair – $49.95

Are you experiencing errors with your account?
We can help fix those issues and others that may go unnoticed.
DISCLAIMERS:
* Prospio Concierge is a non refundable service
** Prospio Concierge could  take 1 – 3 business days to finalize setup.