Pricing
Join the revolution of awareness and unlock your full financial potential.
Advisor
Everything in Standard
SALE
$499
/per year
Currently 50% off... Normally $999/year
Empower your clients with data
Unlimited Assets
Includes 5 Portfolio
4GB File Storage
Full Access Management
CSV Data Export
Additional Portfolios @ $49 per year
Sign Up
Standard
One Price For Everything
$49
/per year
Thats only just over $4 a month.
Less than a cup of coffee a month.
Unlock your full financial potential
Unlimited Assets
1 Portfolio
0.5GB File Storage
Reporting
Inactivity Manager
Start For Free
White Label
Everything in Advisor
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Your very own platform
Your Brand
Your Domain
Unlimited Portfolios
Unlimited Storage
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Product
How many team members can I invite?

You can invite up to 2 additional users on the Free plan. There is no limit on team members for the Premium plan.

What is the maximum file upload size?

No more than 2GB. All files in your account must fit your allotted storage space.

How do I reset my password?

Click “Forgot password” from the login page or “Change password” from your profile page.

A reset link will be emailed to you.

Can I cancel my subscription?

Yes! Send us a message and we’ll process your request no questions asked.

Do you provide additional support?

Chat and email support is available 24/7. Phone lines are open during normal business hours.

Do you provide additional support?

Chat and email support is available 24/7. Phone lines are open during normal business hours.

Do you provide additional support?

Chat and email support is available 24/7. Phone lines are open during normal business hours.

Do you provide additional support?

Chat and email support is available 24/7. Phone lines are open during normal business hours.