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Choose your pricing plan

  • Coming Soon: (Beta) Premier - Starter

    150$
    Every month
    Pre-launch MVP testing
    Valid for 12 months
    • Enter data and retrieve a value range. Absolute value.
    • Enter data and retrieve a value range. Relative value.
    • Net worth discovery and wealth gap analysis.
    • Recommends strategies for business growth & planning.
    • Recommends strategies for financial planning.
    • Adds business to total portfolio for analysis.
    • Integrates with financial planning tech stack.

  • Coming Fall 2024: Premier Plus

    605$
    Every month
    Full application once launched.
    Valid for 12 months
    • Beta plus improved and additional features TBD

  • Coming soon: Premier Custom

    2,083$
    Every month
    +$6,005 Model Development Fee
    Custom Financial & Economic Analysis Application
    Valid for 12 months
    • We build RAG Models to suit your needs and goals.
    • Model Maintenance is ongoing.

  • Coming Soon: Professional

    805$
    Every month
    +$3,000 Customizing Fee
    Per Account For Advisors
    Valid for 12 months
    • Light customization, Integrations,
    • Advisor Branding
    • Accounts
    • Customizable Solutions
    • Advanced Markets Consulting
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