select the perfect platform based on your role

Whether you're boosting team financial health, driving client proserity, or guiding family finance journeys - find your perfect plan. Let's dive in!

employer platform

$ 500

one time set up fee

$12 per user annually usage based monthly subscription.

what's included

unlimited # team access

customized engagement strategies

licensed texted content

custom benefit links

full control of auto-enroll, new hire & terminated process

broadcast messaging

plan advisor platform

(plan advisors working with employer clients)

$ 1,000

annual platform fee

what's included

employer level shared workspace limited access

custom pricing codes

customized advisor level engagement links for use with your plan sponsors

prospecting tool -customized test drive

client direct platform

(advisors, coaches, planners)

$ 2,500

annual platform fee

what's included

first 50 users

plan advisor platform access

(5) customized money journeys

broadcast messaging capability

customized engagement links

licensed texted content

enterprise platform

annual program cost negotiated

tailored for complexity

Does your organization have unique, multifaceted needs? Whether you're looking to simply purchase seats, integrate deeply with APIs, or desire a fully white-labeled solution, our enterprise plan covers all the bases. Get all the bells and whistles designed to fit your exact requirements. Let's craft your perfect fit—reach out to us to discover more.