It's here! Announcing Family Office Suite™, estate management solutions for complex estate plans

Pricing Designed for Advisors

A first of its kind seat-based approach, making costs predictable for every advisor. Customized for your firm's success.

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Seat-Based Pricing Benefits

  • Designed to fit in seamlessly with the rest of an advisor's tech stack (CRM, portfolio management, financial planning etc.).
  • Subcription model aligns incentives & ensures a successful partnership as we work hard to retain your business each year.
  • Unlimited documents and updates means you won't get charged more as your business scales.
  • Fully customizable to match your firm's business structure & operating model.
  • Expense management predictability.

Set up time with our team to talk specifics for your firm

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What people are saying about our pricing structure:

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AllStreet Wealth

The approach to pricing is one among many reasons why it is the best estate planning platform for financial advisors.

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Thomas Kopelman

Financial Planner, Head of Community @

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Hear it from us:

We're confident that our tailored pricing is a game-changer for advisors looking to offer best-in-class estate planning. We would love to discuss how we can create a package that works for you.

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Tim White

Chief Partnerships Officer @

Visualization Suite™

Helping advisors bring estate planning to life
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Estate Planning

See why our estate planning is best in class.
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Advisor Portal Overview

Understand how our advisor interface works.
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