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Solo vs Per-team. Same execution layer, different surface.
Solo is the right fit for an independent practice writing and executing signed plans on their own. Per-team adds the firm-wide surface — role-based access, SSO, shared compliance review, and importers for the planning tools your team already runs.
Solo advisor
$149
/month
For the independent practice that already writes plans but needs them executed.
- Plan PDF upload (or text export) — reads the signed artifact
- Action checklist extracted from every clause
- Deadline calendar with priority scoring
- Weekly accountability emails to clients + advisor
- Client count: up to 200 active client plans per seat
- SECURE Act 2.0 trail export (CSV / JSON)
Per-team seat
$399
/month, per seat
Multi-advisor firms with shareable compliance review and SSO.
- Plan PDF upload + eMoney / MoneyGuide / RightCapital importers
- Action checklist + document-request list, weighted by priority
- Deadline calendar with firm-wide visibility
- Weekly accountability emails + drip campaigns
- Templates library — branches, mailers, renewals
- Client count: 2,500 active plans per seat (unlimited above)
- Role-based access + SSO + per-seat audit trail
Enterprise
Custom
tailored contract
For national firms, broker-dealers, and RIAs above 25 seats — volume licensing, dedicated compliance support, and a private deployment path.
- Volume seat licensing + dedicated onboarding
- Private deployment (VPC or on-prem) with SSO + SCIM
- Compliance co-review with your internal counsel
- Named technical account lead
The execution layer, not the relationship layer. Sits between Wealthbox and Jump — and never bills by plan, by paragraph, or by extracted item.
Why our pricing looks like this
Per-seat, not per-extracted. By design.
Execution is the whole point
If per-plan fees punish you for executing more plans, the bill discourages the behavior we're trying to create.
Auditable line item
Per-seat pricing is one clean entry on the monthly invoice. Compliance loves that; your bookkeeper loves it too.
Solo pilot → firm rollout
Start at $149/month, grow to per-team as you add advisors — no replatforming, no renegotiation of unit pricing.
Prorated and reversible
Upgrade or downgrade mid-month with a prorated refund. Cancel within 30 days for a prorated refund on what's unused.
Get started
Pick a plan, run a real signed plan through it today.
The Solo trial is 3 days, no card required, and walks the full pipeline from PDF upload to a tracked, accountable client. Already onboarded? Jump to billing to manage seats.