Simple per-user pricing.
Solo, or your whole practice.
Start free for 30 days. Bring AdviserDesk AI in when you're ready to hand off the drafting work.
- Unlimited clients & policies
- Meetings, tasks & notes
- Leads + pipeline kanban
- Document library & templates
- Bulk email campaigns
- Reports & FY goal tracking
- Advice-process compliance pack
- Email support
- Everything in Core
- Ask AdviserDesk — chat with your book
- AI meeting summaries & action items
- Auto-detect cover gaps
- Renewal & follow-up drafts
- SOA generation from transcripts
- Tone-of-voice matching
- Priority support
- Everything in Core + AI
- Volume pricing across advisers
- Centralised FAP compliance & reporting
- Single sign-on (SSO)
- Dedicated migration & onboarding
- Priority support with SLA
- Custom data integrations & API access
Pay for one user or your whole practice — you're billed per active user. Invite or deactivate a teammate and your subscription updates automatically.
What's in each plan.
| Feature | Core | Core + AI | Enterprise |
|---|---|---|---|
| Client & book management | |||
| Unlimited clients & policies | |||
| Pipeline kanban & forecasting | |||
| Bulk email & audience filters | |||
| Document library & SOA templates | |||
| AdviserDesk AI | |||
| Ask AdviserDesk (chat with your book) | — | ||
| Meeting transcription & summaries | — | ||
| SOA drafted from transcripts | — | ||
| Cover-gap detection | — | ||
| Compliance & support | |||
| Advice-process tracker & audit log | |||
| 7-year FMA retention & export | |||
| Email support | |||
| Priority support | — | ||
| Teams & FAPs | |||
| Volume pricing across advisers | — | — | |
| Centralised FAP compliance & reporting | — | — | |
| Single sign-on (SSO) | — | — | |
| Dedicated migration & onboarding | — | — | |
| Custom data integrations & API access | — | — | |
Pricing, answered.
Yes — 30 days, full feature access, cancel any time. Set up in under 10 minutes and start with your next review.
Any time, both ways. Add AdviserDesk AI when you're ready to hand off the drafting, or drop back to Core — the change applies from your next billing cycle.
15% versus monthly. You're billed once a year and can still cancel and export your data whenever you like.
Yes — per active user. Adviser logins are billed at your plan's rate (Core $99.99 or Core + AI $139.99/user/mo). Support staff can be added as optional Assistant seats at $49.99/user/mo — full CRM access, no advice or AI-advice tools. You're billed for active users only, and your subscription updates automatically as your team changes.
Send us a CSV out of TAP, Adviser Plus or anywhere. Our team migrates clients, policies and renewal dates within 48 hours, included free.