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PRICING PLANS / ADVISERS
Financial diagnostics
Choose the right plan so you can collect smart data
Financial diagnostics
for every adviser’s business.
Choose the right plan so you can collect smart data
and bring confidence to any financial modelling.
PROFESSIONAL / TRIO
$300
/mo*
Includes 1 adviser + 2 admin users
Features
- Introductory Training
- Personal Information
- Property & Assets
- Mortgage & Projects
- Income & Lump Sums
- Expenses & Budgets
- Investment Property
- Insurances
- Scenario Builder
- Reports
- Client Sign-in
PROFESSIONAL / TEAM
$1,050
/mo*
Up to 6 users
Features
- Includes all Features in Professional/Trio PLUS
- Extended Team Training and Support
- Single Sign-on Login $POA
- Segregated Database $POA
ENTERPRISE
$200
per user /mo*
10 users minimum
Features
- Includes all Features in Professional/Trio PLUS
- Extended Team Training and Support
- Single Sign-on Login $POA
- Segregated Database $POA
PRICING PLANS / PERSONAL
Take control and improve your financial position.
An effective tool to take the guesswork out of your future finances.
STARTER PLUS
$250
/year*
A personal plan to get ahead and improve your household finances.
Features
- Training Videos
- Personal Information
- Property & Assets
- Mortgage & Projects
- Income & Lump Sums
- Expenses & Budgets
- Investment Property
- Scenario Builder
- PDF Reports
PREMIUM
$50
/mo*
A personal plan for individuals serious about their property investments.
Features
- Training Videos
- Personal Information
- Property & Assets
- Mortgage & Projects
- Income & Lump Sums
- Expenses & Budgets
- Investment Property
- Scenario Builder
- PDF Reports