For financial advisors
Advisor pricing, built for your practice
Give every client a white-label financial independence plan. Start with a 14-day free trial, no credit card required.
Solo
$79/month
Billed monthly
- White-label advisor seat
- Unlimited clients
- Priced per advisor
Most popular
Boutique
$199/month
Billed monthly
- Up to 5 advisors
- Firm branding
- Practice analytics
Firm / Enterprise
Custom pricing
Tailored to your firm's size and needs
- API access
- Single sign-on (SSO)
- Custom domain
$999 one-time setup
A single white-label setup fee covers your branding and onboarding.
14-day free trial
Try any self-serve plan free, no credit card required.
Save 20% annually
Pay yearly and take 20% off twelve monthly payments.