Pricing that grows with your book
Simple per-seat pricing for wealth management firms. Start free on Starter, scale with Growth or Firm. AI scoring included on every plan.
Starter
For solo advisors getting organised.
Free
Up to 5 seats
- Six-stage pipeline
- Lead capture & routing
- Meetings & booking links
- Tasks & reminders
- AI scoring & assistant
Growth
Most popular
For growing advisory teams.
$49 /seat/month
Up to 25 seats
- Six-stage pipeline
- Lead capture & routing
- Meetings & booking links
- Tasks & reminders
- AI scoring & assistant
- CSV import
- Change history & audit trail
Firm
For multi-office firms with compliance needs.
$89 /seat/month
Up to 500 seats
- Six-stage pipeline
- Lead capture & routing
- Meetings & booking links
- Tasks & reminders
- AI scoring & assistant
- CSV import
- Change history & audit trail
- Client data export & erasure
Paid plans are upgraded from Firm settings after sign-in. Prices exclude taxes.