Simple, Transparent Pricing
Choose the perfect plan for your financial advisory business. All plans include our core platform features.
Starter
Perfect for small financial advisors getting started
Up to 100 clients
Basic portfolio analytics
Standard reporting
Email support
API access
Most Popular
Professional
Ideal for growing advisory firms
Up to 1,000 clients
Advanced analytics & insights
Custom reporting
Priority support
Full API access
White-label options
Advanced integrations
Enterprise
For large institutions and enterprises
Unlimited clients
Enterprise-grade analytics
Custom dashboard development
Dedicated account manager
SLA guarantees
Custom integrations
On-premise deployment options
Advanced security features
Need a Custom Solution?
We understand that every financial institution has unique needs. Our team can work with you to create a custom solution that fits your specific requirements.
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