Pricing

Yes. Every plan starts with a 14-day free trial, and you can cancel before it ends.

No. Clients view the plans you share with them at no cost. You pay per advisor seat, never per client.

One flat rate per advisor seat, billed monthly or annually, and nothing per client. You start with your own seat. When you add a colleague, their seat is billed once they accept your invite, and everyone on your team is a seat, including you. Prices are in Canadian dollars and GST/HST is added at checkout. Firms with ten or more advisors can talk to us about Enterprise.

Yes, whenever you hire. They work from the same branding and planning assumptions, you can both work on a household, and both of you sign the cover letter.

Your data is kept for 90 days after cancellation, so you can come back without rebuilding your book.

Yes. One organization holds your offices, advisors and clients, with four roles: owner, organization admin, office admin and advisor. Each office can use its own branding, when someone leaves their clients move to another advisor, and planning defaults set at the firm flow down to offices, advisors and new clients.