Pricing
Simple, per-firm pricing
One subscription per firm, not per client. Every plan includes a 30-day free trial — no card required to start.
Standard
$149.00 / month
Everything a small RIA needs to run client onboarding, billing, and books.
- Up to 5 staff users
- Client onboarding, CIP/AML checklist, and risk profiling
- AUM-based fee billing and invoicing
- Double-entry bookkeeping, bank reconciliation, and financial statements
- Custodian balance tracking and AUM reconciliation
Pro
$399.00 / month
For growing or multi-advisor firms that need a branded, unlimited-seat setup.
- Unlimited staff users
- Everything in Standard
- Custom domain (e.g. app.yourfirm.com)
- Priority support
Questions
Plans are billed monthly per firm via Stripe and can be changed or canceled any time from Settings → Billing once you’re signed in. Seats are per staff user at your firm, not per advisory client — client count never affects your bill.
Need something between these two, or a firm with more than a handful of advisors? Reach out and we’ll work out a plan that fits.
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