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No seats. No tiers.
Just Results

Core features free forever.

Pay for AI features only when you need them.

No Credit Card Required

FREE FOREVER

Replace Your CRM. For Free. Forever.

Everything you need to manage client relationships, without the cost

Save $50-200/user/month

vs traditional CRMs

Client Management

  • Unlimited client & prospect records
  • Household organization
  • Contact management

Interactions

  • Meeting recording & tracking
  • Activity logs
  • Communication history

Data Management

  • Fact entry & management
  • Custom fields
  • Enterprise security

Document Storage

  • Secure document storage
  • File organization
  • Version control

Workflow Automations

  • Task management & assignment
  • Opportunity tracking
  • Automated reminders & follow-ups

Integrations

  • Microsoft Outlook & Teams
  • Google Workspace suite
  • Fidelity & Schwab (coming soon)

Unlimited

Users, clients, & storage

$0

No hidden costs, ever

100%

Full CRM functionality

No credit card required • Full access forever

USAGE-BASED PRICING

AI-Powered Features

Usage-Based AI features that create value. No subscriptions. No monthly fees.

Start with $100 in free credits

Test all AI features • Credits never expire

See what top-performing advisors use

High-growth practices tend to have higher levels of AI usage to scale their client base and deliver exceptional service. Successful advisors typically invest $100-150/month.

AI Email

$0.05 per use

Subtotal

$0.00

Fact Extraction (Per Page)

$0.30 per use

Subtotal

$0.00

Fact Extraction (Per Email)

$0.30 per use

Subtotal

$0.00

Task Execution

$0.30 per use

Subtotal

$0.00

Research Question

$0.50 per use

Subtotal

$0.00

AI Notetaker (Per Meeting)

$1.50 per use

Subtotal

$0.00

Advice Engine (All Modules)

$25.00 per use

Subtotal

$0.00

Advice Engine (One Module)

$0.50 per use

Subtotal

$0.00

Total Estimated Cost/Month:
$0.00
(0.00 credits)

1 credit = $1 USD

Purchase credits as needed • No monthly commitments

Select a feature to learn more

Click any feature above to see detailed information

What Can You Do With 100 Free Credits?

Your free credits let you meaningfully test all AI-powered features

Generate 4 Comprehensive Advice Reports

Generate comprehensive reports with all modules for 4 different households

Automate Over 300 Tasks

Let AI complete hundreds of complex tasks for you, reclaiming valuable hours each month

200 Research Questions

Get AI-powered answers to 200 client-specific research questions

Mix & Match

Combine different AI features based on your workflow needs

All examples assume using 100 credits on a single feature type

How It Works

Simple, transparent pricing that grows with your practice

1

Start Free

Use all core features at no cost forever. No credit card required to get started.

2

Test AI Features

Try AI-powered features with your 100 free credits. Experience the value firsthand.

3

Add Credits

Purchase more credits when you need them. No subscriptions or monthly commitments.

4

Pay for Value

Only charged for AI features you actually use. Complete transparency, no surprises.

Frequently Asked Questions

Everything you need to know about our pricing

No, your 100 free credits never expire. You can use them whenever you're ready to test our AI-powered features. There's no time pressure or deadline.

Start Free Today

Get full access to the core platform plus 100 free credits to experience our AI-powered features

100 free credits included • No credit card required