Zoho AssurInvest is the setup Nuagix deploys for financial advisors who want to centralize portfolio tracking, regulatory compliance and financial planning in a single tool. This page brings together everything an advisor or firm needs to know before getting started: pricing, the data migration process and the implementation steps.
Zoho AssurInvest implementation pricing
Pricing depends on the number of advisors, the modules required and how much customization your practice needs. As with all our Zoho implementations, we bill for actual time based on our 2026 rate schedule: $165/hour at the base rate and $148.50/hour for clients whose Zoho account is linked to Nuagix as partner (10% discount), with a minimum 5-hour block. Here are the typical ranges we see, calculated at the preferred rate.
| Project scope | Typical hours | Price range |
|---|---|---|
| Solo advisor (portfolio tracking and basic CRM) | 10 to 30 hours | About $1,500 to $4,500 |
| Advisory firm (compliance, financial planning, automated follow-up) | 30 to 80 hours | About $4,500 to $12,000 |
| Multi-advisor firm (full rollout, advanced integrations) | 80 to 200+ hours | About $12,000 to $30,000+ |
Full details of our 2026 rate schedule, including the nonprofit rate and the rate for one-off work, are on our Zoho One implementation pricing page.
Factors that affect pricing
- Number of advisors and users — licensing costs rise with the number of financial advisors and wealth managers who will use the platform.
- Modules to configure — a rollout focused on portfolio tracking and compliance requires less configuration than a complete system that includes financial planning and automated client follow-up.
- Complexity and customization — integrations with your portfolio management tools, regulatory compliance requirements and follow-up automations add time to the project.
- Training and ongoing support — some firms want in-depth training and ongoing support after launch, which adds to the cost of the initial implementation.
The implementation process
Zoho AssurInvest implementation follows a structured process to ensure a smooth transition for your firm:
- Process analysis — Nuagix starts by understanding your client base, your compliance requirements and the portfolio management tools you already use.
- Platform configuration — Zoho AssurInvest is configured around your processes: portfolio tracking, compliance, financial planning and client follow-up.
- Data migration — your existing data is migrated to the new platform with quality control at every step (see the next section).
- Team training — whether you’re a solo advisor or leading a firm, tailored training ensures fast adoption and optimal use of the platform.
Migrating your data to Zoho AssurInvest
Moving to Zoho AssurInvest from another tool requires careful planning to avoid disrupting your practice. Nuagix starts with an audit of your current system: the tool you use, how your data is structured and your regulatory compliance requirements. A detailed migration plan is then built to minimize service disruptions.
Your data — clients, portfolios, financial transaction history — is extracted, cleaned and transferred to Zoho AssurInvest with rigorous quality control. Before the official launch, the migrated data is validated with you to confirm its accuracy and integrity.
Zoho AssurInvest FAQ
How much does Zoho AssurInvest cost?
Pricing depends on the number of users, the modules configured and the complexity of the project. The ranges above give you a ballpark, but a custom quote is needed for an exact price.
Does the price include Zoho licenses?
No. Zoho One licenses are billed separately by Zoho based on the number of users, while our fees cover configuration, migration and training.
Is Zoho AssurInvest a good fit for a solo advisor?
Yes. The platform works just as well for an independent advisor as for a firm with several advisors, with pricing proportional to the number of users and the hours required.
Can I migrate from any tool?
Yes. Nuagix assesses your current system — whether it’s a spreadsheet, another CRM or specialized portfolio management software — to determine the best way to move your data to Zoho AssurInvest.
How do I get an exact price for my firm?
Contact Nuagix for a free needs assessment and a custom quote based on your number of advisors and the modules you need.