One rate, per advisor. No surprises.
One flat rate, priced per advisor at your firm. Every advisor carries unlimited clients — there is no per-client license and no client cap. You pay for the advisors you put on the platform, billed once a year.
- ✓$1,500 per advisor, per year
- ✓Unlimited clients per advisor
- ✓Billed annually
Priced per advisor. Nothing else to choose.
No tiers to compare, no feature gates, no negotiating which capabilities your firm gets. Every advisor seat is the complete platform.
Your quantity is simply the number of advisors at your firm, set when you onboard.
Start a pilot- Unlimited clients per advisor — no per-client license, no client cap
- The complete zero-knowledge platform: full vault, advisor view & audit chain
- Guided firm onboarding for your advisors and your client base
- Direct access to the product and engineering team — not a ticket queue
Worked exampleA firm with 10 advisors pays $1,500 × 10 = $15,000 / year — and those advisors can serve as many clients as they like, at no additional charge.
Pilot firms work with us at a reduced rate during the 12-month pilot period in exchange for reference-customer status. The pilot conversation is where those terms are set.
What we deliberately never charge for.
These are commitments, not loss-leaders. They reflect what the product is for.
- Data export — always free, always available, regardless of subscription status.
- Crisis-mode access for survivors — full functionality regardless of payment state.
- Executor onboarding — the executor never pays to receive their designation.
- Unlinking — removing firm visibility is free and immediate.
- Document storage of final wishes — funeral preferences, letters to family remain accessible to designated recipients indefinitely.
Discuss your firm’s rollout.
Large advisor counts, multi-entity firms, and bespoke arrangements are handled in the pilot conversation — the same flat per-advisor rate, with an onboarding shaped around your firm. It is the right place to start.