Choose Your Plan

Select the perfect plan for your advisory practice

Free
Get started with basic analysis
$0/month
  • 5 statement uploads per month
  • Basic portfolio analysis
  • Risk score calculation
  • Email support
  • No risk slider adjustments
  • No allocation recommendations
  • No report exports
Most Popular
Solo
Full access for independent advisors
$15.99/month
  • 10 statement uploads per month
  • Full portfolio analysis
  • Interactive risk slider
  • Allocation recommendations
  • Rule of 100 guidance
  • Export reports
  • Priority email support
Team
For advisory teams and small firms
$150/month
  • 1 main user + 3 team members
  • Unlimited statement uploads
  • Unlimited analysis views
  • 50 full reports per month
  • Full access to all tools
  • Team management dashboard
  • Dedicated support
Enterprise
Custom solutions for large organizations
Contact Us
  • Unlimited users
  • Unlimited uploads & reports
  • White-label options
  • API access
  • Custom integrations
  • Dedicated account manager
  • Phone & video support
  • Custom training

Need a custom solution?

For larger organizations, broker-dealers, or enterprise needs, contact us for custom pricing and features.

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