Starter
$29/month
Perfect for solo advisors getting started.
Start Free Trial- Up to 25 active clients
- Unlimited proposals & itineraries
- Client portal with share links
- Email templates
- Smart alerts & reminders
- Community support
Simple, transparent pricing
Start free, upgrade when you're ready. No hidden fees, no surprises.
Most Popular
Professional
$59/month
For growing advisors who want the full toolkit.
Start Free Trial- Unlimited clients
- Everything in Starter
- AI-powered import
- Custom branding
- Automated email scheduling
- Priority support
- Advanced reporting
Agency
$149/month
For teams and boutique agencies.
Contact Sales- Everything in Professional
- Up to 5 team members
- Team dashboard
- Shared client pool
- Role-based permissions
- Dedicated account manager
- Custom onboarding
Frequently asked questions
- Is there a free trial?
- Yes! Every plan includes a 14-day free trial. No credit card required to get started.
- Can I change plans later?
- Absolutely. Upgrade or downgrade anytime. Changes take effect on your next billing cycle.
- What payment methods do you accept?
- We accept all major credit cards (Visa, Mastercard, Amex) and can arrange invoicing for annual plans.
- Is my data secure?
- Yes. We use industry-standard encryption, secure data centers, and strict access controls. Your client data is always protected.
- Can I cancel anytime?
- Yes, cancel anytime. No long-term contracts. You'll retain access until the end of your billing period.
- Do you offer annual pricing?
- Yes! Save 20% with annual billing. Contact us for annual pricing details.