Advisor
$49.99/ month
Per advisor, billed monthly
- Clients, pipeline and policies
- Personal production tracking
- AI transcription and fact extraction
One subscription. AI included.
Choose the seat that fits your work. Pay monthly, or get twelve months for the price of ten with annual billing.
Annual · 2 months free
Leader
$69.99/ month
Per leader, billed monthly
- Everything in Advisor
- Team dashboard and production oversight
- Invitations and team management
AI included. No separate usage charges.
Prices in US dollars, before applicable taxes.
One bill for your team
Combine advisor and leader seats on one subscription. A leader seat includes that person’s advisor features, so each person pays once. Your team shares the same monthly or annual billing schedule.
AI supports your work. You stay in control.
Transcription and fact extraction are included in both plans. You review extracted facts before saving them. There are no AI credit purchases or automatic usage charges.