Pricing

Transparent plans. No implementation fees.

Read live from the platform catalogue. Change plan whenever the practice changes.

Save up to 17%

Free

For solo advisors trying things out

Free
  • Up to 20 clients
  • Up to 1 staff
  • 200 MB storage
  • Up to 10 invoices a month
  • Compliance tracking
  • Email support

Pro

For small firms getting organised

149/month

Everything in Free, plus:

  • Up to 200 clients
  • Up to 3 staff
  • 2 GB storage
  • Up to 500 invoices a month
  • Automatic compliance engine
  • Auto-renewal & auto-tasks
  • Custom services
  • Bulk import & Excel export
  • Completed-task export
  • Task activity log
  • Document vault
  • Invoice generation
  • Payment tracking
  • Email notifications
  • Priority email support
Most Popular

Pro Plus

For growing advisory firms

299/month

Everything in Pro, plus:

  • Up to 400 clients
  • Up to 10 staff
  • 5 GB storage
  • Up to 1000 invoices a month
  • Client KYC
  • Recurring / retainer invoices
  • Team chat
  • Advanced analytics

Enterprise

For large organizations

Custom

Tailored to your organization — get exactly the features and limits you need.

Pricing questions

  • Per firm. Each plan includes a seat allowance; extra seats can be added at any point in the cycle and are pro-rated.