Per-seat · Transparent
$149 per pro seat. Volume discounts built in.
One price for every pro on your Triad — advisor, CPA, attorney, paralegal, associate. Add seats, get cheaper. Clients pay $9/mo, or free when their pro sponsors them.
Build your practice
How many seats do you need?
A "seat" is one pro on your team — yourself, an associate, your assistant. Mix any roles: advisors, CPAs, attorneys, paralegals.
Annual billing saves another 17% (two months free). 14-day trial, no card required.
Every seat includes
Role-agnostic. Built for the whole Triad.
- Discovery Canvas + AI structured client data
- Plaid integration — real-time balances
- Document Vault (W-2s, 1040s, K-1s, wills, trusts, POAs)
- Coordinated messaging across advisor / CPA / attorney
- Drift alerts — unfunded trust, beneficiary mismatch, allocation
- Branded Strategy Map PDFs under your firm
- Curated, high-intent prospect leads
- Webhooks into Wealthbox, Redtail, Salesforce, Clio, MyCase
- Push to eMoney, RightCapital, MoneyGuide, QuickBooks
- SOC 2 aligned · audit log · granular access · cancel anytime
For households
$9/mo. Free if your pro sponsors you.
A small commitment makes a big difference — clients who pay are 4× more likely to actually finish onboarding. And if you have a pro on your Triad already, they cover it.
Solo
Client Hub
or $89/yr — save 18%
- Full Discovery Canvas + AI insights
- Encrypted Vault (unlimited docs)
- Net worth, goals, beneficiaries, life events
- Invite up to 5 family members
- Pillar-level access for any pro you authorize
- Cancel anytime — your data exports cleanly
Pro covers it
Sponsored Hub
Your advisor, CPA, or attorney pays.
- Everything in Solo
- Branded under your pro's firm
- Coordinated with your full Triad
- Your pro is invited day one — no chasing PDFs
- Family seats included
- You still own your data — switch pros anytime
14-day free trial
Every pro tier includes a no-card-required trial. Cancel anytime.
Mix any roles
Advisors, CPAs, attorneys, paralegals — same seat price. Build your real team.
No hidden fees
No setup, no per-client charges, no integration fees. What you see is what you pay.
Multi-office firm or RIA aggregator?
For 25+ seats, white-label, custom integrations, and SSO — we'll build a rollout plan with your operations team.
Talk to our team