Pricing that scales with the practice
Start with the operating layer you need today, then grow into a full agent-driven review system as the firm scales.
Independent
For solo advisors and emerging RIAs building institutional-grade process without institutional headcount
$20/moor $220/yr — save $20
- Core platform access
- Documents and client context
- Calendar and workflow foundation
- Client portal access
- AI-assisted research and drafting tools
- Ideal for testing the operating model in a small practice
Best for firms
Firm
For advisory teams ready to operationalize agents, review queues, workflows, and client-facing coordination
From $75/moStarter · Professional · Enterprise
- Everything in Independent
- Action Queue for advisor review and approvals
- Analyst, Watchdog, Meeting Prep, Proposal, Research, and Communication agents
- Workflow automation for quarterly reviews and event response
- Team operations, CRM context, and integrations
- Client portal for secure documents, appointments, and goals
- Advisor approval required before outputs move forward
Cancel anytimeAdvisor approval always requiredData export available
Need a walkthrough before you decide? Talk to the team.