Transparent pricing
Start free. Scale as you grow. Enterprise when you need it.
Save 20%
Starter
For investors getting started
$79/mo
- Up to 5 users
- Basic analytics
- Email support
- 5 integrations
Most popular
Professional
For serious DIY investors
$239/mo
- Up to 25 users
- Advanced analytics
- Priority support
- Unlimited integrations
- API access
Enterprise
Custom solutions for families & advisors
Custom
- Unlimited users
- Custom SLA
- Dedicated support
- SSO & custom integrations
- On-premise deployment
Plan comparison
| Feature | Starter | Professional | Enterprise |
|---|---|---|---|
| Users | 5 | 25 | Unlimited |
| Integrations | 5 | Unlimited | Custom |
| Support | Priority | Dedicated | |
| API | — | ✓ | ✓ |
| SSO | — | — | ✓ |
All plans include a 14-day free trial. No credit card required.