Pricing
Our flexible pricing is designed to help Advisors grow—whether you're just getting started or scaling an enterprise.
Starter
First 3 months Free
Limited Time Offer
✔️ 10 Free Reports per month
✔️ AI meeting
assistant
✔️ Intelligent Chat
✔️ Email & live
Support
✔️ Client Portfolio Performance
✔️ Client
Risk Analysis
✔️ Workflow integrations
✔️ Email
Support
✔️ Industry Standard Security
Professional
$79 per Advisor / month
Everything in Free, plus...
✔️ 150 Reports
per month
✔️ Advanced Security
✔️ Email & live
Support
Enterprise
Custom pricing
Built for Enterprises who want to scale with
confidence, our solution offers advanced security, powerful
admin controls, and more.
✔️ Unlimited
Insights
✔️ Unlimited Reporting
✔️ Enterprise
SSO
✔️ Dedicated Success Manager