Pricing
Join the revolution of awareness and unlock your full financial potential.
Advisor
Everything in Standard
$50
/per month
Billed annually @ $150 every 3 months
Empower your clients with data
Unlimited Assets
Includes 5 Portfolio
4GB File Storage
Full Access Management
CSV Data Export
Additional Portfolios @ $49 per year
Standard
One Price For Everything
$5
/per month
Billed annually @ $60 per year
Unlock your full financial potential
Unlimited Assets
1 Portfolio
0.5GB File Storage
Reporting
Inactivity Manager
Once
Pay once, Access forever.
$120
once
No renewals. No subscriptions.
Standard Plan, Forever.
Limited to 120 customers
Ends June 2024
112 / 120 Remaining
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