preloader

Our PricingPricing


Pricing is per subscriber. Once you SignUp / Login you can view and work with the public clients (the Free Tier) and explore the various features.

Once you are familiar with the software you may go to your profile and select the service plan you require.

Pricing subject to change as we better appreciate our spot in the market before we start charging, but this is our best estimate at this point in time.

choose your plan

Free
Free /
Limited
  • No credit card required
  • 1 Client
  • Create your own financial plan
  • Access clients that have been shared with you
  • Explore public clients/scenarios
  • No Tax calculations
  • No CPP(QPP)/OAS calculations
  • No Export of grids or charts
SignUp / Login
Standard
$40 / Year
standard
  • 5 Clients
  • Standard financial plan
  • All basic account types
  • All charting
  • Scenario Comparisons
  • Unlimited scenario runs
  • Sweep runs
  • Complex saving and income rules
  • Yearly tax calculations
  • CPP(QPP)/OAS calculations
  • Unlimited Scenarios
SignUp / Login - Free Period
Unlimited
$140 / Year
unlimited
  • Unlimited Clients
SignUp / Login - Free Period