Plans to fit the size and needs of your firm
Your price is based on the number of clients and platforms you connect.
Your Firm
Get started and learn more by connecting your own firm. Includes a demo client.
$0
/month
Aggregated reports, individual client details, a demo client, and Google Sheets integration
Advisor dashboard to manage your profile & add your team
Guides and educational material to help you get started
Quickstart
Manage scope of services and profitability. Upgrade CAS with easy, branded client reports.
$3
/client/month
Everything in Your Firm
Automated client and service profitability metrics
Branded business KPI reports for your clients (5 minimum)
Advisory
Power advisory services with automated customer KPIs, CRM integrations and more.
Quote
custom pricing
Everything in Quickstart
Customer-level details & sheets for additional analyses
Optional Google Workspace and CRM integrations
Options for syncing insights to other platforms
| Google Sheets | Included |
| Microsoft Excel 365 | Included |
| HubSpot | $20/mo |
| HubSpot RevOps Pro | $40/mo |
| Salesforce | $5/user/mo |
| ActiveCampaign | Beta |
Want to learn more?
Give clients peace of mind with more visibility into their business.
Grow your advisory services and value and serve clients more efficiently.