Start free. Scale when your practice does.

One process for needs analysis, from your first case to a whole MGA network. Simple monthly pricing, no setup fees.

Starter

$0/mo
Get Started

What's included

  • Up to 3 clients
  • Guided needs analysis workflow
  • Limited AI conversations
  • Standard support

Pro

$99/mo
Get Pro
Not sure? Talk to Sales

Everything in Starter, plus

  • Unlimited clients
  • Unlimited AI conversations
  • Recommendations and client-ready reports
  • Priority support

Team

$99/seat/mo
Get Team
Not sure? Talk to Sales

Everything in Pro, plus

  • Admin controls with audit logs
  • Per-seat management

Enterprise

Custom
Talk to Sales

Everything in Team, plus

  • Advanced organization controls
  • White-label branding
  • Dedicated success manager
  • Custom training and onboarding

Compare every plan

What each tier includes, from the free Starter plan up to Enterprise.

FeaturesStarterProTeamEnterprise
Usage
Clients3Starter: 3UnlimitedPro: UnlimitedUnlimitedTeam: UnlimitedUnlimitedEnterprise: Unlimited
AI conversationsLimitedStarter: LimitedUnlimitedPro: UnlimitedUnlimitedTeam: UnlimitedUnlimitedEnterprise: Unlimited
Workflow
Guided needs analysisIncluded in StarterIncluded in ProIncluded in TeamIncluded in Enterprise
Recommendations and client-ready reportsNot included in StarterIncluded in ProIncluded in TeamIncluded in Enterprise
Priority supportNot included in StarterIncluded in ProIncluded in TeamIncluded in Enterprise
Administration
Admin controls with audit logsNot included in StarterNot included in ProIncluded in TeamIncluded in Enterprise
Per-seat managementNot included in StarterNot included in ProIncluded in TeamIncluded in Enterprise
Organization and support
Advanced organization controlsNot included in StarterNot included in ProNot included in TeamIncluded in Enterprise
White-label brandingNot included in StarterNot included in ProNot included in TeamIncluded in Enterprise
Dedicated success managerNot included in StarterNot included in ProNot included in TeamIncluded in Enterprise
Custom training and onboardingNot included in StarterNot included in ProNot included in TeamIncluded in Enterprise

Pricing questions

Can I start for free?
Yes. Starter is free and lets you run a full needs analysis on up to 3 clients, no card required.
Can I change plans later?
Yes. Upgrade or downgrade at any time as your practice grows or your team changes.
How does Team pricing work?
Team is billed per seat, at $99 per seat per month, so you only pay for the advisors who use it.
How are plans billed?
Plans are billed monthly. For Enterprise, pricing is tailored to your organization, talk to sales.

Don't overthink the plan.Start free, change anytime.

Get on the platform today.

Run your first case on the free Starter plan, no card required. Upgrade, downgrade, or add seats whenever your practice changes.

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