Are you looking for a billing solution for your firm?

We've created a tiered pricing structure to accommodate firms of any size. Check out the table below to see what fits your firm.

How it works

Simply take the base monthly cost, and add the monthly advisor cost on top to get your total monthly cost.

For example, if your firm has 13 advisors, you will pay $35/month per advisor ($35 * 13 = $455/mo) and then after adding the base cost, your total monthly price will be $555.


Base Cost

1 - 10 Advisors

$40/month per advisor

11 - 25 Advisors

$35/month per advisor

26 - 100 Advisors

$30/month per advisor

100+ Advisors

$25/month per advisor

Transaction fees:

Credit Cards: 3.5% plus 30 cents per transaction — 1.5% ACH fee.

Volume based discounts available – Contact