Simple Pricing
Choose a plan that suits your use-case.
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Free Trial
Pro
Use-case Comparison
Core Features
Unlimited User/Client/Member Accounts
White-labeling (Logo & Colors)
Custom Domains
User/Membership Features
Integrations
Advicepay Integration
Wealthbox Integration
Stripe Payments Integration
Marketing & Lead Gen
Billing
Content Management
Ready-to-use Content Library
Coaching
Reporting
Financial Wellness
Frequently Asked Questions
Can I have more than one organization within my Pro Plan?
Each organization is billed separatly, for example, if you have 10 organizations, each will be billed at the monthly rate within your account.
Can coaches access the same features in the Free Trial as in the Pro plan?
Yes, coaches have access to the same features in both the Free Trial and the Pro plan.
Are custom domains only available to Pro plan users?
Custom domains are a feature exclusive to the Pro plan users.
Is white-labeling available in the Free Trial, or is it a Pro feature only?
White-labeling is available only in the Pro plan.
What integrations are exclusive to the Pro plan?
Advicpay, Wealthbox, and Stripe Payments integrations are exclusive to the Pro plan.
What marketing and lead generation tools are included in the Pro plan?
The Pro plan includes embeddable website tools, newsletter email widgets, lead magnets, and in-app messaging for marketing and lead generation.