Pricing you can grow into

Three plans, clearly priced. Choose the tier that matches your firm today and step up as your book grows. Each plan builds directly on the one before it, so you pay for exactly what you need and nothing you don't.

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Growing Firms

Established

Core

Starts at

$799

/month

Billed annually

For solo advisors and small teams

Book a walkthrough

Growth

  • Digital card + NFC · lead capture · advanced analytics · CRM sync

Compliance

  • SEC compliance logs · card compliance packets · partial audit trail

Reporting

  • Contact export · card + contact analytics

AI Layer

  • AI lite · relationship signals · compliance alerts

Growth

Most popular

Starts at

$

39

1,799

/month

Billed annually

For growing teams ready for full relationship intelligence

Get a quote

Everything in core, plus:

  • Growth

    • Full card + NFC · CRM sync · relationship health scoring · follow-up recommendations


  • Compliance

    • Full ADV sync · marketing review · full audit trail

  • Reporting

    • Full client analytics · advisor productivity dashboard

  • AI Layer

    • Relationship intelligence · context assistant · compliance bio screening

  • Marketing

    • SEO & web analytics · Events analytics

Growing

Established Firms

Scale

Starts at

$2,999

/month

Billed annually

For multi-advisor firms running on shared intelligence

Get a quote

Growth

  • Full card + NFC · CRM sync · relationship health scoring · network gap analysis · all CRMs

Compliance

  • Full ADV sync · bulk marketing review · full audit trail · export + archiving

Reporting

  • Practice dashboards · advisor productivity · household performance

AI Layer

  • Full platform AI · relationship intelligence · CCO intelligence reports

Marketing

  • SEO & web analytics · Events analytics

Enterprise

Most popular

Starts at

Contact Us

1,799

Annual commitment

For large firms and distribution partners

Talk to sales

Everything in scale, plus:

  • Growth

    • Full + on-demand ADV sync · all CRMs · custom integrations

  • Compliance

    • Full + bulk marketing review · export + archiving · dedicated compliance support

  • Reporting

    • Practice dashboards · household performance · custodial data view · custom reporting

  • AI Layer

    • Full platform AI · network gap analysis · CCO intelligence · custom AI model training

  • Marketing

    • SEO & web analytics · Events analytics · Marketing attribution