Simple, Transparent Pricing

One platform. One price. Everything included.

Essential

$99 /month

Everything you need to grow your practice

  • ✓ Unlimited clients
  • ✓ AI Notetaker
  • ✓ CRM & Contact Management
  • ✓ Video Messaging
  • ✓ Email Automation
  • ✓ Smart Scheduling
  • ✓ Advanced Workflows
  • ✓ AI Assistants
  • ✓ Team Collaboration
  • ✓ Priority Support
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All plans include: Bank-level security • SOC 2 compliance • 99.9% uptime • Unlimited storage • Regular updates

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Join financial advisors who are working smarter, not harder.

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