Tiers that scale with your business
Whether you're a solo adviser or a larger firm, we've got you covered. Unlimited users - pay per client group.
Tiers and cost per group
A group consists of any number of clients receiving advice.
0-2
$0
per group per month
3-50
$8.99
per group per month
51-150
$7.99
per group per month
151-500
$6.99
per group per month
500+
$5.99
per group per month
Number of groups:
50
$431.52
per month
2 groups at $0 + 48 groups at $8.99
| Feature | Included? |
|---|---|
| Unlimited users | |
| Client data Management | |
| Advice document generator | |
| Complex scenario modelling | |
| Unlimited document templates | |
| Workflow management | |
| Advice fee calculator | |
| Organisation wide metrics |
Whats included?
No hidden modules. Everything you need all inclusive.
Ready to enquire?
Book a demo with us by clicking the link below or have a read of our documentation to learn more.