Simple, Transparent Pricing
Choose the plan that works best for your practice
MonthlyAnnually(-30%)
Essential
30-Day Free TrialPerfect for individual advisors
$39/month
- Unlimited client accounts
- Real-time data updates
- Interactive client portal
- Advanced analytics tools
- Priority support
All plans are billed upfront based on the selected frequency. Price is per advisor account, with unlimited client profiles.
For Teams (2+ seats), .