Pricing that makes sense.
The most competitive pricing for the most impactful wealthtech solutions
Monthly
Annual
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Standard
$9,950/month
Comprehensive client management software for firms that want to provide more value to modern clients
Billed in one annual payment.
Including:
Broker agnostic connection & management
Access to prebuilt portfolios + models
Automated marketing compliance checks
Automated reporting
Notifications CRM
Up to 2 team members
Pro
$19,950/month
Complete client & marketing management suite for firms that want to provide maximum value while scaling
Billed in one annual payment.
Everything in Standard plus:
Full access to all marketing tools
Full access to model builders & backtesting
Advanced portfolio analytics
Custom reporting
Marketing CRM
Unlimited team members
Used by global powerhouses like