14-day free trial on all plans. No credit card required.
Perfect for solo advisors getting started.
$49/month
For growing practices that need more.
$99/month
For firms with multiple advisors.
$249/month
Yes! Every plan includes a 14-day free trial with up to 3 clients. No credit card required to start.
Absolutely. Upgrade or downgrade at any time from your billing settings. Changes take effect immediately.
We use Modern Portfolio Theory for asset allocation, Monte Carlo simulations (10,000 runs) for retirement projections, and evidence-based models for insurance, tax, and estate planning analysis.
Professional and Enterprise plans include custom branding — your logo and company name on every page of the PDF report.
Yes. All data is encrypted in transit and at rest. We use PostgreSQL with row-level security, and your data is never shared with third parties.