# Pricing that fits your whole practice

One price for each advisor. No fee on your clients' assets. Pick a tier for each seat, and add what you need on top. Want to see it first? [Try the platform](/try?for=wealth) with a sample family. It opens right away.

## Three tiers for each advisor
Every seat starts with Planning. Planning and tax returns adds the family's own Form 1040, done and filed. Planning, tax and investments adds custodian files, models, rebalancing, cost basis, returns and fees on assets. Mix tiers in one firm, so each advisor has the tools they use. Move a seat up or down when the work changes.

## The whole office comes with each seat
Each seat comes with the CRM, the client portal and app, e-sign, billing and workflows. Calls, texts, emails and meetings land in one record on their own. Your records are kept and easy to find for an audit. Office staff get their own admin sign-in. Clients and outside pros get their own sign-in too. You stop paying for five tools that do not talk to each other.

## AI use is part of the price
AI use is in your plan, up to a set amount each month for the whole firm. Every seat shares it. You get a note when the firm gets close. Your firm chooses if AI use past that amount goes on. If you say no, AI work stops until the next month. Use you do not need does not carry over.

## Add-ons when you want them
Add-ons sit on top of any tier. Protection & income sizes life cover and income from the family's plan. Factor models & style analysis show where risk comes from. Data add-ons bring in outside data. Data is billed at its cost plus a set margin. So a busy month never raises your seat price.

## Planning

Every advisor seat starts here.

- Plans tested on thousands of paths. Open any path month by month.
- A Social Security map that shows the best time to claim.
- Roth moves, required withdrawals, gifts and the surviving spouse.
- Spending rules with guardrails.
- Plans for parents, children, trusts and the next generation.
- State and federal estate tax.
- Funds, family partnerships, trusts and a company when a family has them.

[Talk with us](/contact)

## Planning and tax returns

Planning plus the family's own tax return.

- Everything in Planning.
- Form 1040, done and e-filed, for all 50 states and DC too.
- Tax planning cards for the year ahead.
- Tax facts move into the plan after one review.
- IRS access forms and IRS transcripts.

[Talk with us](/contact)

## Planning, tax and investments

The full seat for advisors who run the money too.

- Everything in Planning and tax returns.
- Research on stocks and funds.
- Models and mandates for each client.
- Rebalancing and trade lists you check before they go.
- Custodian files with cost basis.
- Returns, and fee billing on assets.

[Talk with us](/contact)

## Protection & income

An add-on for any tier.

- Life cover sized from the family's own plan.
- Term ladders and an income floor.
- Annuity income quotes and carrier illustrations, billed at their cost.

[Talk with us](/contact)

## Factor models & style analysis

An add-on that shows where risk comes from.

- Factor risk for each client and each fund.
- Style checks that show when a fund drifts.
- The Lineup Lab for your model lineup.
- Data billed at its cost plus a set margin.

[Talk with us](/contact)

## Data add-ons

Bring outside data into the plan.

- Custodian feeds and market data.
- Linked accounts and pay data.
- Home values.
- Each one billed at its cost plus a set margin.

[Talk with us](/contact)

## Your first month has no seat charge
Use your first month as a trial. For that month, you pay no seat or firm charges. Usage and outside charges still count from day one. A person on our team sets up the month with you after you talk with us. You do not need to be listed in an advisor directory.

## Outside charges pass through
Some things cost money outside the platform. Card fees, mailed letters, ad spend and text fees are a few. They pass through at cost and show on your bill. Your own Microsoft 365, Zoom or DocuSign stays under your own deal with them.

## See it before you buy
Open a sample family now, with no sign-in. Run a plan, check the taxes and open any year. Then put in your work email to try the live workspace. [Try the platform](/try?for=wealth), or [talk with us](/contact) about your firm's price.