Choose your plan
14-day free trial. No credit card required.
Recommended
Pro
For independent advisors and small teams
$159/mo
$199/moSave $480/year
- Unlimited households
- 1 advisor seat included
- Unlimited free client accounts
- Full visual household mapping
- AI-powered opportunity detection
- PDF exports
- White-label branding
Enterprise
For firms and larger teams
Custom
Pricing based on your needs
- Everything in Pro, plus:
- Unlimited advisor seats
- SSO & SAML authentication
- Custom onboarding
- Priority support
- Dedicated account manager
Frequently asked questions
A seat allows an advisor or assistant to access the system and manage clients. Pro includes 1 seat. Additional seats available at $40/mo (annual).
Yes! Your clients can log in to view their household map — free, forever. We only charge advisors.
Yes, 14-day free trial with no credit card required.
More questions? Contact us