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Simple, transparent pricing

Choose the plan that fits your practice. All plans include our AI-powered document intelligence pipeline and client portal.

Starter

For individual advisors getting started.

$49/mo
  • Up to 3 advisors
  • Up to 50 clients
  • Document processing pipeline
  • 6-domain profile analysis
  • Gap analysis & recommendations
  • Client portal (white-label)
  • Email support
Most Popular

Professional

For growing firms that need more power.

$149/mo
  • Up to 10 advisors
  • Up to 250 clients
  • Everything in Starter
  • Advanced analytics dashboard
  • Contradiction detection
  • Vault & asset tracking
  • Custom checklists
  • Priority support

Enterprise

For large firms with unlimited needs.

$399/mo
  • Unlimited advisors
  • Unlimited clients
  • Everything in Professional
  • Custom domain
  • SSO integration
  • Dedicated account manager
  • API access
  • SLA guarantee

All plans include a 14-day free trial. No credit card required to start.

Questions? Contact our team