We're currently setting up our business. No charges will be applied during the beta phase.
Simple, Transparent Pricing
Choose the plan that's right for your practice
Individual
Perfect for independent financial advisors. Includes 14-day free trial.
- check_circle Full widgets library
- check_circle PDF export
- check_circle Local storage
- check_circle Email support
Team
For multi-advisor firms with common billing. Includes 14-day free trial.
- check_circle All features from Individual plan
- check_circle Team management interface
- check_circle Common billing for all advisors
- check_circle Dedicated support
Enterprise
For advisory practices with more than 15 advisors
- check_circle All features from Team plan
- check_circle Customized implementation
- check_circle Custom deployment
- check_circle Premium support & SLAs
- check_circle Advanced user management
- check_circle Custom branding options
Frequently Asked Questions
Is there a free trial?
Yes, all plans include a 14-day free trial with full access to all features in that plan. No credit card required to start.
How does team billing work?
With the Team plan, you're billed for each advisor in your practice with a single, consolidated invoice. You can add or remove team members at any time through the team management interface.
Can I change plans later?
Absolutely! You can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle.
What happens to my data if I cancel?
You'll have 30 days after cancellation to export your data. After that period, data is permanently deleted from our systems.
Do you offer any discounts?
We offer a significant discount for annual billing on all plans. Enterprise clients may qualify for additional volume discounts.