Pricing

Discounted pricing starts at 3 advisors.

Yearly
Monthly
  Pay annually and save approximately 10%
POPULAR
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
BOOK A DEMO & TRIAL
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
BOOK A DEMO & TRIAL
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
BOOK A DEMO & TRIAL