Advisor Pricing
Plans for Multi-Family Offices & Consultants
Each Advisor Portal includes individual subscriptions for family clients — allowing advisors to onboard and manage multiple families within one workspace.
Foundation
Trial 30 days
Individual advisors starting their digital practice
$249/month
Save $1,200/year with annual
Included
- 1 Team member seat
- External Advisor role for 1 family
- Public marketplace profile
- Unlimited service catalog
- Booking management system
- Revenue analytics dashboard
- Review & rating system
Limitation
- Cannot create Family Portals
- External Consultant role only
Professional
Boutique consulting firms managing multiple families
$749/month
Save $1,200/year with annual
- 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)
Foundation
Trial 30 days
Individual advisors starting their digital practice
$349/month
Save $1,200/year with annual
Included
- 1 Team member seat
- External Advisor role for 1 family
- Public marketplace profile
- Unlimited service catalog
- Booking management system
- Revenue analytics dashboard
- Review & rating system
Limitation
- Cannot create Family Portals
- External Consultant role only
Professional
Boutique consulting firms managing multiple families
$849/month
Save $1,200/year with annual
Included
- 4 Team member seats
- 3 Family Portals included (no extra fee for families)
- Create & manage Family Portals
- Centralized multi-family admin dashboard
- Client dashboards & analytics
- White-label customization (cost upon request)
All prices are in US dollars. Depending on your country and whether you subscribe as an individual or as a business, VAT or other local tax may apply. The exact amount is shown at checkout before you pay.
Add-ons for Consultants
Extra Family Portal
$349/month
FAQ
Is there a free trial available?
Every plan includes a 30-day trial. A payment card is required to start, but you are not charged during the trial. You can cancel at any time before it ends.
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?
You can change your plan at any time. Upgrades take effect immediately and are charged pro rata for the remainder of your billing period. Downgrades take effect at the end of the period you have already paid for.
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.
Be Among the First Users to Elevate Family Governance
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