Advisor pricing
A compliant workspace for educational Roth review leads.
Advisors receive only consented, minimized lead context and use approved generic outreach templates for first-touch follow-up.
Individual
$175/mo
One advisor seat with consented lead workspace access.
Team
$150/seat
Minimum two seats with shared org routing and activity views.
Enterprise
Custom
Custom routing, compliance review integration, and reporting.
Payment processing is intentionally deferred; the live flow remains demo and manual invoicing until the client confirms checkout scope.