Simple, Transparent Pricing
Start free, grow at your own pace. No hidden fees, no long-term contracts.
Solo
For the independent advisor.
- 1 advisor
- 100 clients
- Self-serve
Advisor Productivity
- Unlimited clients, accounts & scenarios
- Federal + 50-state tax projections
- RMD (SECURE 2.0) + Social Security modeling
- Multi-year Roth conversions
- Contribution-limit enforcement (incl. 60–63 super catch-up)
- Client-ready PDF reports + per-advisor data isolation
Firm Administration
- Firm-wide client visibility across advisors
- Advisor roster, seats & invite/deactivate
- Client transfers between advisors
- Client capacity governance + firm billing
Team
For growing advisory practices.
- 5 advisor seats
- 450 clients
- Onboarding assistance
Advisor Productivity
- Unlimited clients, accounts & scenarios
- Federal + 50-state tax projections
- RMD (SECURE 2.0) + Social Security modeling
- Multi-year Roth conversions
- Contribution-limit enforcement (incl. 60–63 super catch-up)
- Client-ready PDF reports + per-advisor data isolation
Firm Administration
- Firm-wide client visibility across advisors
- Advisor roster, seats & invite/deactivate
- Client transfers between advisors
- Client capacity governance + firm billing
Growth
For expanding firms scaling their team.
- 15 advisor seats
- 1200 clients
- Onboarding assistance
Advisor Productivity
- Unlimited clients, accounts & scenarios
- Federal + 50-state tax projections
- RMD (SECURE 2.0) + Social Security modeling
- Multi-year Roth conversions
- Contribution-limit enforcement (incl. 60–63 super catch-up)
- Client-ready PDF reports + per-advisor data isolation
Firm Administration
- Firm-wide client visibility across advisors
- Advisor roster, seats & invite/deactivate
- Client transfers between advisors
- Client capacity governance + firm billing
Enterprise
For large firms with custom needs.
Contact us for a quote
- Custom advisor seats
- Custom clients
- Custom onboarding & training
Advisor Productivity
- Unlimited clients, accounts & scenarios
- Federal + 50-state tax projections
- RMD (SECURE 2.0) + Social Security modeling
- Multi-year Roth conversions
- Contribution-limit enforcement (incl. 60–63 super catch-up)
- Client-ready PDF reports + per-advisor data isolation
Firm Administration
- Firm-wide client visibility across advisors
- Advisor roster, seats & invite/deactivate
- Client transfers between advisors
- Client capacity governance + firm billing
Frequently Asked Questions
Is there a free trial?
Yes! Every new account includes a 14-day free trial with full access to the Solo plan features. No credit card is required to start.
Can I change my plan later?
Absolutely. You can upgrade or downgrade your plan at any time from your billing settings. Changes take effect at the start of the next billing cycle.
How does annual billing work?
Annual plans are billed once per year and save you approximately 2 months of cost compared to monthly billing. The discount is reflected in the per-month price shown.
What payment methods do you accept?
We accept all major credit cards (Visa, Mastercard, American Express) processed securely through our payment partner.
What happens to my data if I cancel?
You retain access to your data until the end of your billing period. After cancellation, you can export your client data. Data is permanently removed 90 days after account closure.
Start Your Free Trial Today
14 days, full access, no credit card required.