Transparent Pricing
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
$75/mo
per broker / planner / accountant
Number of Active Connections50
Beyond that$1.00 per active client
15 active clients included
Website Templates
Digital Fact Find
CRM Kanban
Client Wealth App
Basic EDM Marketing
Email support
200 Contacts Uploaded
No lock-in contract. Cancel anytime.
30 Day Free Trial
Growth
The complete platform for growing firms
$99/mo
per broker / planner / accountant
Number of Active ConnectionsFair Use
A balanced approach to managing cost.
Everything in Starter Plus...
WealthX AI
Website Customer AI
WealthX Chrome and Edge Co-Pilot
Digital Fact Find
Retention Module
Unlimited Database Uploads
Priority support
No lock-in contract. 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.
One on One onboarding
New staff onboarding support
Dedicated account manager
Partner priority support
Volume pricing available for large teams.
Platforms You Can Replace
