Solo
1 seat
$40
per company · per month
- Full projection, scenarios and confidence bands
- SF-424A import and export
- Ledger upload and reconciliation
- Export your model any time
Two subscriptions on two axes. An organization pays for its company. An advisor pays for their own access, once, and carries it into every client that invites them.
For organizations · per company
1 seat
$40
per company · per month
3 seats
$99
per company · per month
5 seats · QuickBooks
$149
per company · per month
For advisors · per advisor
up to 3 companies
$99
per advisor · per month
any number of companies
$199
per advisor · per month
| What happens after the trial? | Fourteen days, no card. If you do nothing, the model stops saving and stays readable and exportable. Nothing is deleted and nothing is held hostage. |
| I advise four organizations. What do I pay? | One Advisor Unlimited subscription at $199. You are never billed per client, and your access does not use up a seat in their plan. |
| Do advisors need their own plan to be invited? | No. Being invited is free. The advisor plan is what gives you the portfolio across several clients and your own scenario layer in each. |
| We run three programmes. Is that three companies? | Only if they have separate books. Programmes inside one organization are projects in one company, and cost far less to run that way. |
| What if we go over our seats? | Nobody is removed. People beyond the seat count keep reading and lose the ability to write, oldest members keeping their seats first. |
| Can we get our data out? | One JSON file, re-importable, any time, from Company settings. No request, no waiting period. More on data and security → |