Advisor
Best for solo practitioners or small advisor teams

Unlimited business owner clients

QuickBooks Online integration

Tax document reader

White-labeled interface

Custom training & onboarding
Firm
Best for RIA’s, agencies, and offices with less than 50 advisors

All Advisor plan features plus...

Advanced planning desk

Advanced reporting admin

Advanced support

White-labeled marketing video

Custom marketing documents
Institutions
Best for large enterprise or home offices (RIA, Bank, Wire, Broker-dealer,
insurance)

All Firm plan features plus...

Institutional usage reports

Quarterly training sessions

SSO integration

Dedicated account management