Platform base
$149/mo
Includes 10 clients and 1 advisor seat. Then scale with clean, predictable overages instead of forcing advisory teams into artificial feature tiers.
10
Clients included
1
Advisor seat
Pricing
Simple platform pricing for advisory teams.
One base platform fee plus clear usage pricing as client count and advisor seats grow.
How pricing scales
Pay only for what you use beyond your base.
No tiers, no feature gating. Your platform base includes 10 clients and 1 advisor seat. Add more as your practice grows.
Additional client
After your included 10 clients
$9/mo
Additional advisor seat
After your included 1 seat
$9/mo
Free for 14 days with one advisor user and one client.
Example firm
What this could look like in practice.
Example only: 18 clients and 3 advisor seats.
Platform base
$149
8 additional clients
$72
2 additional seats
$18
Estimated total
$239/mo
What this model avoids
No fake tiering.
The structure stays readable because the pricing model is one platform fee plus usage, not three arbitrary packages.
Who this fits
Advisory teams with real equity complexity.
This is positioned for firms managing equity compensation planning as an ongoing client workflow, not a one-off calculator.
Approval note
Still pending final billing approval.
Final public pricing copy should still be signed off by Product/Billing before production launch.
Need a walkthrough first?
We can recommend the right setup quickly.
Start a trial now, or book a live demo and we will recommend the right setup for your current advisory workflow and expected client volume.