Simple, transparent pricing
Choose the plan that fits your practice. No hidden fees.
Individual
For solo advisors, agents, and planners
$20/moor $220/yr — save $20
- NPN verification and identity management
- License tracking with expiration alerts
- Carrier appointment tracking
- Secure document storage
- CE credit tracking
- Client portal
- Capstone AI — document chat with cited answers
- Chat agents (License Advisor, CE Tracker, and more)
Most Popular
Organization
For teams, agencies, and firms
From $75/moStarter · Professional · Enterprise
- Everything in Individual
- Team management
- Full CRM and prospect pipeline
- Integrations (Salesforce, HubSpot, and more)
- Two-way sync across tools
- Autonomous agents (Watchdog, Analyst, Meeting Prep)
- Action Queue — review and approve all AI outputs
- Automation workflows — chain agents on a schedule
- Priority support
Cancel anytimeData export available
Have questions? Contact us.