Simple Pricing
What are the differences between the Creator, Pro plans?
The Creator plan is ideal for launching a membership site with tools like budgeting, debt tracking, and coaching. The Pro plan is perfect for leveling up your membership with a customizable, sharable library of personal finance content. The Enterprise plan is tailored for large organizations and includes features like onboarding assessments, wellness tools, and support for unlimited organizations.
What kind of content is included in the Content Library?
The Content Library includes 1,000+ articles, 30+ courses, and interactive tools like assessments (coming soon) and budget templates (also coming soon). The Pro plan receive monthly content updates to keep your content fresh.
Does the platform support coaching features?
Yes! All plans support coaching features, including white-labeled websites, customizable coaching profiles, calendar integrations, client management, and goal tracking. The Enterprise plan includes unlimited coaching profiles.
Can I create custom courses and assessments?
Yes, all plans offer content creation tools, including a course builder, article creator, and assessment creator. The Enterprise plan also provides onboarding assessments and advanced customization for larger teams.
What kind of reporting features are available?
Reporting is available on both user and organization levels. The Pro and Enterprise plans offer detailed reporting on user assessments and organization-level engagement, which is particularly useful for managing multiple users or teams.
Is there support for multiple organizations?
The enterprise plan supports unlimited organizations, including features like branded marketing materials, branded enrollment materials, and financial wellness tools.
Who is the platform suitable for?
The platform serves a wide range of users, including agencies, coaches, content creators, financial advisors, employee benefit providers, financial literacy programs, retirement plan advisors, and workplaces.