Pricing

Start by choosing a plan that works for you

Advisor

$350/month

Single user

Best for solo practitioners or small advisor teams
‍

Unlimited business owner clients

QuickBooks Online integration

Tax document reader

White-labeled interface

Custom training & onboarding

No commitment.
Cancel anytime.

$15,000/year

Five users

Best for RIA’s, agencies, and offices with less than 50 advisors
‍

All Advisor plan features plus...

Advanced planning desk

Advanced reporting admin

Advanced support

White-labeled marketing video

Custom marketing documents

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