ROOM FOR YOUR PRACTICE TO GROW

Built around your client relationships.

Controlled beta entitlements are available when a protected workspace is configured. There is no checkout or automatic charge.

The plans below are working pricing hypotheses in USD—not current offers or a promise of availability. Commercial terms still require owner approval.

Display currencyRegional prices are fixed reference points, not live exchange-rate conversions.

Solo

$99 / month

Up to 5 active clients.

Advisor

Up to 20 active clients. Firm branding and recurring reviews/actions.

Firm

Larger client allowance, multiple users, white-label and advanced permissions. Final capacity to be confirmed.

Enterprise

Discuss requirements and capacity. No unconfigured integrations or service levels are promised.

These are hypotheses for discussion, not active offers. Discuss access →

Explore the synthetic demo without providing client data.