Simple, Transparent Pricing

Choose the plan that fits your business. All plans include a 14-day free trial.

Starter

Perfect for individual brokers getting started

$29/month
  • Up to 50 clients
  • All financial calculators
  • Client portal access
  • Basic deal pipeline
  • Email support
  • Team collaboration
  • Custom branding
  • API access
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Most Popular

Professional

For growing brokers who need more power

$49/month
  • Unlimited clients
  • All financial calculators
  • Client portal access
  • Advanced deal pipeline
  • Priority support
  • Team collaboration (3 seats)
  • Custom branding
  • API access
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Enterprise

For teams and larger organizations

$99/month
  • Unlimited clients
  • All financial calculators
  • Client portal access
  • Advanced deal pipeline
  • Dedicated support
  • Unlimited team seats
  • Custom branding
  • API access
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Frequently Asked Questions

Got questions? We've got answers.

Can I switch plans later?

Yes! You can upgrade or downgrade your plan at any time. Changes take effect at the start of your next billing cycle.

What happens after my free trial?

You'll be automatically moved to the plan you selected. We'll send you a reminder before your trial ends - no surprises.

Is there a setup fee?

No setup fees, no hidden costs. The price you see is the price you pay.

Can I cancel anytime?

Absolutely. Cancel anytime with no penalties. Your data remains accessible until the end of your billing period.

Do you offer discounts for annual billing?

Yes! Save up to 17% when you choose annual billing.

What payment methods do you accept?

We accept all major credit cards, and can arrange invoicing for Enterprise customers.

Ready to Get Started?

Start your 14-day free trial today. No credit card required.

Start Free Trial