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
FeatureIncluded?
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.