Pricing
Discounted pricing starts at 3 advisors.
Yearly Monthly
Pay annually and save approximately 10% POPULAR
Solo
$54 /mo
Perfect for solo practices with a single advisor - 1 advisor
- 1 compliance user
- Guided workflow
- DOL-compliant rollover recommendations
- Education-only disclosures
- Plan cost analyzer
- Recommendation analytics
- Model portfolios
- Custom fee schedules
- Long-term fee projections
Select
$144 / mo
For teams with up to 3 advisors - Up to 3 advisors
- 1 compliance user
- Guided workflow
- DOL-compliant rollover recommendations
- Education-only disclosures
- Plan cost analyzer
- Recommendation analytics
- Model portfolios
- Custom fee schedules
- Long-term fee projections
Pro
$224 / mo
For teams with up to 5 advisors - Up to 5 advisors
- 1 compliance user
- Guided workflow
- DOL-compliant rollover recommendations
- Education-only disclosures
- Plan cost analyzer
- Recommendation analytics
- Model portfolios
- Custom fee schedules
- Long-term fee projections
Premier
$404 /mo
For teams with up to 10 advisors - Up to 10 advisors
- 1 compliance user
- Guided workflow
- DOL-compliant rollover recommendations
- Education-only disclosures
- Plan cost analyzer
- Recommendation analytics
- Model portfolios
- Custom fee schedules
- Long-term fee projections