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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.

Free
Free /
Limited
  • Standard plan is currently free for use
  • No credit card required
Sign In
Standard
$40 / Year
standard
  • 5 Clients
  • Unlimited Scenarios
  • All basic account types
  • All charting
  • Scenario Comparisons
  • Sweep runs
  • Flexible saving and income rules
  • Yearly tax calculations
  • CPP(QPP)/OAS calculations
Sign In
Unlimited
$140 / Year
unlimited
  • Unlimited Clients
Sign In