Simple pricing that scales with you
Pay per professional, grow your client base at your own pace. No hidden fees, only pay for the clients you actively serve.
Starter
Perfect for solo operators getting started
per broker / planner / accountant
No minimum term. Cancel anytime.
Growth
The complete platform for growing firms
per broker / planner / accountant
A balanced approach to managing cost.
No minimum term. Cancel anytime.
Enterprise Plan
For large firms requesting in person training and large volume discounts.
Contact Us
For large firms requesting in person training and large volume discounts.
Volume pricing available for large teams.
Wealth Plan
Everything for planners
50 Active Connections
$1.00 per active client beyond that
No minimum term. Cancel anytime.
Enterprise
For large teams & aggregator groups
Custom pricing for your organisation
Volume pricing available for large teams.
Platforms You Can Replace
