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)
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  • 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
Most Popular

Professional

Solo
$29 /month
Ensemble (Up to 5 users)
$99 /month
$25 per additional user
Enterprise (10+ users)
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  • 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)
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  • 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

ROI Calculator

Calculate the return on investment for IntegratedAdvisor by entering your business metrics below.

Business Metrics

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hrs
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ROI Analysis

Annualized Saved Revenue$2,350
Annual Value of Time Saved$3,000
Total Annual Value$5,350
Annual Cost$1,188
Net Annual Gain$4,162
Return on Investment350.34%

Great ROI! For every dollar invested, you're getting $4.50 back.

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.