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