Pricing · Advisors

Planner Desk License. Per seat, per year.

A professional seat for financial advisors working with clients. Every desk level includes unlimited client plans. Higher levels add sharing, connected facts, and AI — the same capability ladder as individual plans, sized for a practice.

Introductory launch pricing — these rates are locked in for founding desk subscribers. Prices may increase for new subscribers after launch; your rate holds as long as your subscription stays active.
Intro price
Desk · Level 1
Cloud
$399 / seat · year
Billed annually
  • Unlimited client plans
  • All 15 planner screens
  • Secure cloud-saved scenarios
  • Audited Monte Carlo · 1,000 paths
  • Single advisor seat
Household · per client
  • Home base, family, late care at scale
  • Housing chain · ACA → Medicare
Nomad · per client
  • Rotation + FEIE + SECA + IPMI at scale
  • Multi-jurisdiction segment ledger
Intro price
Desk · Level 2
Sync
$599 / seat · year
Billed annually
  • Everything in Desk L1
  • Version history per client
  • Priority email support
Household · sharing
  • Share with client + spouse (read-only)
  • Scenario snapshots & diff
Nomad · sharing
  • Share with client + co-earner (read-only)
  • Segment snapshots · rotation version history
Most popular
Desk · Level 3
Connected
$799 / seat · year
Billed annually
  • Everything in Desk L2
  • Connected balances (read-only)
  • Review queue for imported facts
  • Per-account provenance chips
Household · per client
  • Banks, brokerages, 401(k) connectors
  • Auto-refresh client positions
Nomad · per client
  • Multi-currency brokers · Wise / Revolut · crypto
  • FX-rate auto-refresh · per-segment provenance
Intro price
Desk · Level 4
AI
$999 / seat · year
Billed annually
  • Everything in Desk L3
  • AI explanation on every tile
  • Scenario diff in plain English
  • White-label client view (beta)
  • Priority feature access
Household · 5 co-pilot topics
  • Medicare · LTC · housing
  • Roth conversion · RMDs
Nomad · 5 co-pilot topics
  • FEIE · visa regimes · IPMI
  • S-Corp election · Coast-FIRE
Planning for yourself, not a practice? See individual pricing →
Teams & firms
Volume pricing & enterprise

Multi-seat discounts, SSO, custom compliance reviews, and dedicated onboarding available for firms with 5+ advisors. Invoiced annually.

Contact sales
How many client plans per seat?
Unlimited. A desk seat is priced per advisor, not per client. Add seats as your team grows.
Can clients see their own plan?
At Desk L2 and above you can share any plan with a client in read-only view. At L4, white-label client view (beta) lets you brand the shared experience.
Can I upgrade mid-year?
Yes. Upgrades are prorated to the remaining billing period. Downgrades take effect at renewal.
How is billing handled?
Card on file or annual invoice. Firms with 5+ seats can request PO-based billing and custom terms.
Can I run Nomad plans for clients across jurisdictions?
Yes. Each client plan carries its own tax regimes, domicile, and visa timeboxes. Your seat handles both Household and Nomad clients in one book, with mirror-image feature parity at every level.