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 SheetsIncluded
Microsoft Excel 365Included
HubSpot$20/mo
HubSpot RevOps Pro$40/mo
Salesforce$5/user/mo
ActiveCampaignBeta

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.