Find the right plan for your practice
Start on Launch with up to 10 clients, or Practice and Team with unlimited clients. Paid plans start with a 14-day free trial for new customers.
Launch
For professionals starting out: your booking page, lead forms and client portal.
Billed $288 a year (save $60)
- Your own booking page
- Lead forms and client intake
- Client portal with your branding
- One-time payments and invoices
- Credit dispute tools
- Up to 10 clients
- 1 seat
14 days free, then $288 a year
Practice
For professionals running a practice, with unlimited clients.
Billed $780 a year (save $168)
- Everything in Launch
- Unlimited clients
- AI assistant included
- 2 organizations (brands)
- Signed client agreements
- Coming soon: monthly retainers
14 days free, then $780 a year
Team
For teams that share clients. 3 seats included.
Billed $1,488 a year (save $300)
- Everything in Practice
- 3 seats included
- More seats: $39 a month each (contact us)
- A shared client list for your team
- Up to 5 organizations
- Metro 2 reporting tools
- Reports across your practice
14 days free, then $1,488 a year
Invited by your advisor or another professional? Your client account is free, no card needed. Create your free account
Compare plans
Clients
Tools
Team
Launch
$24/mo
Practice
$65/mo
Team
$124/mo
Clients
Clients
Your own booking page
Client intake forms and leads
Client portal with your branding (free for your clients)
Client documents
Financial profiles and planning reviews
Invoicing with online payment
Monthly retainers
Signed client agreements
Tools
AI assistant
Credit disputes and credit report analysis
Financial reports
Team
Team seats
Organizations (brands)
Shared client list for your team
Reports across your practice
Metro 2 reporting tools
Paid plans start with a 14-day free trial for new customers.
Unlimited means no plan limit for normal use. A fair-use ceiling far above everyday use applies; contact us if you ever need more.