NO SURPRISES. NO SECRETS.
AND NO HIDDEN FEES.

Start with our 14-day free trial.

Basic

$10/month

10 Client Accounts

1 Advisor Account

One-Time Invoicing

Recurring Auto-Billing

Credit Card/ACH Payments

Payment/Payout Export

Compliant Workflows

Professional

$50/month

All Basic Features

Additional User Logins

Unlimited Client Accounts

Advanced Payment Settings

Custom Invoices

White Label Client Portal

Integrations (Coming Soon)

Enterprise

Total monthly cost for 5 advisors

$40 Per user/mo.
+
$100 Base cost
Advisors

All Professional Features

Enterprise-Friendly Features

Multiple Advisor Management

Home Office Portal

Enterprise Pricing Breakdown »

More than 50 Enterprise users? Contact us.

We charge a fixed fee and a percentage of the transaction each time you accept a credit or debit card payment.

3.5% + $0.30

Per Credit Card Transaction

1.5%

Per ACH Transaction

Frequently Asked Questions

Can't find what you're looking for? Contact us.

General Questions
Payments
Transfers
Compliance
Security