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 source last verified on 2026-02-26.
Pricing
Simple platform pricing for advisory teams.
One base platform fee plus clear usage pricing as client count, advisor seats, and advanced planning needs 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
Professional add-on
Per participating client, optional
$50/mo
Trial: 30 days for up to 3 clients on the professional add-on.
Example firm
What this could look like in practice.
Example only: 18 clients, 3 advisor seats, and 4 clients on the professional add-on.
Platform base
$149
8 additional clients
$72
2 additional seats
$18
4 professional add-on clients
$200
Estimated total
$439/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.
Book a live demo and we'll recommend the right plan based on your current advisory workflow, expected client volume, and whether the professional add-on is necessary for your use case.