Pricing that makes sense.
The most competitive pricing for the most impactful wealthtech solutions
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Standard
$249/month
Comprehensive client management software for account aggregation
Billed in one annual payment.
Including:
Integrations with 30+ brokers
Access to premade portfolios + models
Standard portfolio analytics
Automated reporting
Up to 2 team members
Manage up to 10 clients
Pro
$399/month
Complete client & compliance management suite for firms that want to provide maximum value.
Billed in one annual payment.
Everything in Standard plus:
Access to all compliance tools
Custom portfolio + model creation tools
Advanced portfolio analytics
Custom reporting + CRM integration
Unlimited team members
Unlimited clients
Used by global powerhouses like