Advisor Pricing
Plans for Multi-Family Offices & Consultants
Professional solutions for advisors and consulting firms
Starter
Individual advisors starting their digital practice
$249/month
Save $600/year with annual
Get started- 1 Team member seat
- External Consul role for 1 family
- Public marketplace profile
- Unlimited service catalog
- Booking management system
- Revenue analytics dashboard
- Review & rating system
Professional
Boutique consulting firms managing multiple families
$599/month
Save $1,200/year with annual
Get started- 4 Team member seats
- 3 Included Family Portals (FREE for families)
- Create & manage Family Portals
- Centralized multi-family admin dashboard
- Client dashboards & analytics
- White-label Customization (cost upon request)
Premium
Large advisory firms managing complex multi-family relationships
$799/month
Save $1,800/year with annual
Get started- 7 Team member seats
- 5 Included Family Portals (FREE for families)
- All Professional features +
- Scalable operations
- Priority support
- White-label offering (cost upon request)
Starter
Individual advisors starting their digital practice
$349/month
Save $600/year with annual
Get started- 1 Team member seat
- External Consul role for 1 family
- Public marketplace profile
- Unlimited service catalogue
- Booking management system
- Revenue analytics dashboard
- Review & rating system
Professional
Boutique consulting firms managing multiple families
$699/month
Save $1,200/year with annual
Get started- 4 Team member seats
- 3 Family Portals included (FREE for families)
- Create & manage Family Portals
- Centralized multi-family admin dashboard
- Client dashboards & analytics
- White-label customization (cost upon request)
Premium
Large advisory firms managing complex multi-family relationships
$899/month
Save $1,800/year with annual
Get started- 7 Team member seats
- 5 Family Portals included (FREE for families)
- All Professional features +
- Scalable operations
- Priority support
- White-label offering (cost upon request)
Add-ons for Consultants
Additional Team Member Seat
$99/month
Expand your consulting team
Additional Family Portal / External Consul Role
$149/seat/month
For Professional and Premium plans
FAQ
Is there a free trial available?
Contact our team to learn about demo opportunities and trial periods for your family.
What happens if I exceed my family member limit?
You can add additional family members for $25/month per user or upgrade to a plan with more included seats.
Can I change my plan later?
Yes, you can upgrade or downgrade your plan at any time. When switching to an annual subscription, the difference will be prorated.
What's included in the price?
All plans include full access to the platform, mobile app (iOS with Android coming soon), digital help center, and all core governance features.
