Wealth management platform for financial advisors with reporting, rebalancing/trading, and billing/invoicing. Per-household pricing model.
Active plans
4
Total changes
40
Last change
Jun 20, 2026
Price trend
Changes in 12 months
56
60 all-time
Cadence
Every 3 weeks
Direction
New plan recently added
Category position
—
Not enough peers tracked yet
From $279/month (annual equivalent)
From $165/month (annual equivalent)
Last 40 changes
Be the first to flag a competitor.
From $95/month as add-on
From $49/month as add-on to Reporting
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jun 20, 2026 | Billing & Invoicing | new plan | — | $49 | — |
| Jun 20, 2026 | Rebalancing & Trading | new plan | — | $95 | — |
| Jun 20, 2026 | Reporting & Client Experience | new plan | — | $165 | — |
| Jun 20, 2026 | Complete Platform | new plan | — | $279 | — |
| Jun 20, 2026 | Billing & Invoicing | new plan | — | $49 | — |
| Jun 20, 2026 | Rebalancing & Trading | new plan | — | $95 | — |
| Jun 20, 2026 | Reporting & Client Experience | new plan | — | $165 | — |
| Jun 20, 2026 | Complete Platform | new plan | — | $279 | — |
| Jun 20, 2026 | Billing & Invoicing | new plan | — | $49 | — |
| Jun 20, 2026 | Rebalancing & Trading | new plan | — | $95 | — |
| Jun 20, 2026 | Reporting & Client Experience | new plan | — | $165 | — |
| Jun 20, 2026 | Complete Platform | new plan | — | $279 | — |
| Jun 19, 2026 | Billing & Invoicing | new plan | — | $49 | — |
| Jun 19, 2026 | Rebalancing & Trading | new plan | — | $95 | — |
| Jun 19, 2026 | Reporting & Client Experience | new plan | — | $165 | — |
| Jun 19, 2026 | Complete Platform | new plan | — | $279 | — |
| Jun 19, 2026 | Billing & Invoicing | new plan | — | $49 | — |
| Jun 19, 2026 | Rebalancing & Trading | new plan | — | $95 | — |
| Jun 19, 2026 | Reporting & Client Experience | new plan | — | $165 | — |
| Jun 19, 2026 | Complete Platform | new plan | — | $279 | — |
| Jun 19, 2026 | Billing & Invoicing | new plan | — | $49 | — |
| Jun 19, 2026 | Rebalancing & Trading | new plan | — | $95 | — |
| Jun 19, 2026 | Reporting & Client Experience | new plan | — | $165 | — |
| Jun 19, 2026 | Complete Platform | new plan | — | $279 | — |
| Jun 19, 2026 | Billing & Invoicing | new plan | — | $49 | — |
| Jun 19, 2026 | Rebalancing & Trading | new plan | — | $95 | — |
| Jun 19, 2026 | Reporting & Client Experience | new plan | — | $165 | — |
| Jun 19, 2026 | Complete Platform | new plan | — | $279 | — |
| Jun 19, 2026 | Billing & Invoicing | new plan | — | $49 | — |
| Jun 19, 2026 | Rebalancing & Trading | new plan | — | $95 | — |
| Jun 19, 2026 | Reporting & Client Experience | new plan | — | $165 | — |
| Jun 19, 2026 | Complete Platform | new plan | — | $279 | — |
| Jun 19, 2026 | Billing & Invoicing | new plan | — | $49 | — |
| Jun 19, 2026 | Rebalancing & Trading | new plan | — | $95 | — |
| Jun 19, 2026 | Reporting & Client Experience | new plan | — | $165 | — |
| Jun 19, 2026 | Complete Platform | new plan | — | $279 | — |
| Jun 18, 2026 | Billing & Invoicing | new plan | — | $49 | — |
| Jun 18, 2026 | Rebalancing & Trading | new plan | — | $95 | — |
| Jun 18, 2026 | Reporting & Client Experience | new plan | — | $165 | — |
| Jun 18, 2026 | Complete Platform | new plan | — | $279 | — |
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