Pricing

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Choose a license that best fits your
business needs

MonthlyYearly
Billed monthly with annual commitment
Standard
Professional License
$129 / Month
 
 
  • No charge for the clients of the planner
    • Unlimited clients
  • Unlimited storage and file size
    • Unlimited access
    • Partner integrations
    • Professional forum
  • Onboarding and Legacy Planning tools
    • Estate tax calculators
    • Stress test module
  • Beneficiary engagement module
    • Plan Design Summary
    • Estate Plan Summaries
Get Started
Premium
Professional License
$159 / Month
 
 
  • Includes all Features of STANDARD LICENSE
  • Flowwhiz Estate Planning Flowcharting
  • Aggregation through Plaid
Get Started
Enterprise/Multiple Licenses
Call For Pricing
(set up fee applicable)
 
  • Segregated database and subdomain set up
    • White labelled (not co-branded)
    • Customization options
  • 2 administrative licenses per professional included at no charge
  • Ability to set roles and permissions of users
    • Custom integrations
    • All features and modules
Get Started
 
Please contact partner organization for contracted pricing discounts
 

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