For a single advisor
Individual
$175per month
Launch a single-advisor Roth review funnel with a simple lead review workspace.
One advisor profile
Lead review workspace
Basic consultation workflow
CRM integration
Direct calendar booking
Advisor plans
Simple access options for every practice size.
Lead intake
Capture questionnaire interest in one review workspace.
Advisor review
Turn estimates into structured planning conversations.
Workflow ready
Designed for routing, CRM, and calendar connections.
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For a group of advisors in one office
Team / Office
$150per seat / month · 2-seat minimum
Coordinate multiple advisors, share lead intake, and route review requests across an office.
Multiple advisor seats
Shared or separated lead inboxes
Simple assignment workflow
Office-level reporting placeholders
For teams with over 25 advisors
Enterprise
Customcontact for a quote
Support larger organizations that need custom routing, structure, and implementation planning.
Custom advisor routing
Multi-office structure
Priority implementation planning
Integration and compliance review path
Want a closer look?
See us in action before signing up.
Request a demo to preview the advisor workflow, lead intake, and review experience.