Subscription
Features & Benefits
All Plans Include:
- Integrations with CRM and planning softwares
- Speed up onboarding with your firm-branded SmartSafe™️ link for your prospects to connect accounts or upload files
- Unlimited SmartReview™️ account connections and AI-powered SmartUpload™️ documents per household*
- Human-in-the-loop feature to review SmartUpload AI results
- Market and performance data included for all tickers (equities and bonds)
- SmartTax™️ includes 3 years of tax returns and wage and income reports with SmartTax Report Card to find hidden insights (coming soon)
- Onboarding & Implementation Support
- What’s in Your Fees?™️ Report
- AI-powered SmartProposal™️
- *Household consists of both spouses
Starter
$199/month
Includes up to 3 users
All subscription features and benefits listed above, plus:
Add up to 100 new households per year
Lite
$350/month
Includes up to 5 users
All subscription features and benefits listed above, plus:
Add up to 250 new households per year
Pro
Need more households? Contact our team for a custom quote.
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See the Value Instantly
Save time, reduce human error, and streamline processes.
Here’s how:
- Get access to your prospect’s financial accounts and tax returns for portfolio review 5x faster
- Have your prospect go from prospect to client 3x faster
- Scale your firm with more prospect meetings in less time and no manual data entry
- Advisors reduce client onboarding time by 50% and cut data errors by 90%
