Pricing
Choose the Plan That Fits Your Needs.
Flexible, transparent pricing with no hidden fees. Pick the plan that's right for you.
Professional Plan
$79/month
Access essential features for individuals looking to start their financial journey plus advanced tools for investors and financial planners.
- Up to 100 team members
- Up to 1,000 manageable clients
- Advanced analytics
- 24-hour support response time
Enterprise
$249/month
Dedicated support and infrastructure for your company.
- Unlimited team members
- Unlimited manageable clients
- Advanced analytics
- Dedicated support representative
- Marketing automations
- Custom integrations