Plans tailored to your practice
Advisor
$350
/month
Best for solo practitioners or small advisor teams
AI Tax document reader
QuickBooks Online integration
Business valuation insights
Wealth planning insights
Succession & exit planning insights
Risk management insights
Branded client deliverables
Unlimited business owner clients
Sign up
No commitment.
Cancel anytime.
Firm
$15,000
/year
Best for RIA’s, agencies, and offices with less than 50 advisors
All Advisor plan features plus...
Five licenses
Advanced planning desk
Advanced reporting admin
Advanced support
Custom marketing materials
Institutions
Custom
Best for large enterprise or home offices (RIA, Bank, Wire, Broker-dealer,
insurance)
All Firm plan features plus...
Institutional usage reports
Quarterly training sessions
SSO integration
Dedicated account management