Pricing Plans

"What you measure, you master! The biggest expense is a lost or delayed opportunity. Track your pipeline with precision and your progress will pay for itself."

Basic

Solo

$19 /month

Ensemble (Up to 5 users)

$56 /month

$16 per additional user

Enterprise (10+ users)

Redtail API Integration
Basic IA Dashboards:
- Opportunity Snapshot
- Open Opportunity Analysis
1-Hour Coaching Session:
On-Demand Reports:
- Weekly Business Reports
- Weekly Activity Reports
Self-Service Support:
- Knowledge Base Center
- Support Tickets

Professional

Solo

$29 /month

Ensemble (Up to 5 users)

$99 /month

$25 per additional user

Enterprise (10+ users)

All Basic features, plus:
Additional 1-Hour Coaching Session
Standard IA Dashboards:
- Opportunity Snapshot
- Open Opportunity Analysis
- Open Opportunity Detail
- Closed Opportunity Analysis
- Closed Opportunity Detail
Automated Reporting
- Weekly Advisor Activity Reporting
- Opportunity Follow-up Reminders
Live Support:
- Phone and Virtual Meeting Support

Coming Soon!

AI Elite

Solo

$43 /month

Ensemble (Up to 5 users)

$149 /month

$37 per additional user

Enterprise (10+ users)

All Basic and Professional features, plus:
Automated Reporting w/ AI
- Weekly Advisor Opportunity Summary
- Opportunity Follow-up Reminders
AI-Powered Insights:
- Weekly opportunity summary and timely follow-up reminders for your team
- AI analyzes your opportunity activity—tracking additions, AUM size, and new fees—to forecast your annual and long-term results based on real-time performance.
Expanded IA Dashboards
- Customizable views, allowing advisors to tailor their data insights and track the metrics that matter most to them

Free Version

IntegratedAdvisor will offer a free version that provides access to a demo environment with preloaded data, allowing users without Redtail Opportunities to explore its features and experience its functionality firsthand.