Pricing Tiers
All Plans Include SmartPortfolio™ and SmartTax™, plus:
- Unlimited users for your firm
- Customization (onboarding form and connect screen)
- Integrations
- Unlimited SmartPortfolio™ connections and SmartUpload™ per household
- Market and Performance Data included for all tickers
- SmartTest™ with each SmartPortfolio
- AI-driven SmartTax™ Report Card with each order
- Three years of tax transcripts, with wage and income reports, delivered within 10 days.
Lite
$499/Firm per month
Annual new household
connections: 60
Additional data
connections: $95/each
Pro
$850/Firm per month
Annual new household
connections: 120
Additional data
connections: $85/each
All plans require a 12-month commitment. Pay annually to receive a 10% discount from monthly pricing.
See the Value Instantly
Save time, reduce human error, and streamline processes.
Here’s how:
- Get access to your prospect’s financial accounts and tax returns for portfolio review 5x faster
- Have your prospect go from prospect to client 3x faster
- Scale your firm with more prospect meetings in less time and no manual data entry
- Advisors reduce client onboarding time by 50% and cut data errors by 90%
