Simple, transparent pricing
Start with a 14-day free trial on any plan.
Pick your plan, add your card, and you won't be charged until day 15.
Lite
For solo advisers getting started with brokerage tracking.
$37/mo
A$441/yr billed annuallySave A$147/yr
- Advisers— 1
- Client Books— 3
- Clients— Unlimited
- Report uploads— Unlimited
- All core reports
- Email report ingestion
- Client mapping & merging
- Audit trail
- Commission Checks
- Excel export
- Xero integration
- Year-over-year analytics
- Priority support
Most Popular
Pro
For established practices and licensees who need the full picture.
$67/mo
A$804/yr billed annuallySave A$264/yr
- Advisers— Unlimited
- Client Books— Unlimited
- Clients— Unlimited
- Report uploads— Unlimited
- All core reports
- Email report ingestion
- Client mapping & merging
- Audit trail
- Commission Checks
- Excel export
- Xero integration
- Year-over-year analytics
- Priority support
14-day free trial on every plan
Pick your plan, enter your card, and try everything free for 14 days. Cancel anytime before your trial ends — you won't be charged.
Full feature comparison
| Feature | Lite | Pro |
|---|---|---|
| Advisers | 1 | Unlimited |
| Client Books | 3 | Unlimited |
| Clients | Unlimited | Unlimited |
| Report uploads | Unlimited | Unlimited |
| PDF & Excel parsing | ||
| LLM-assisted parsing | ||
| Client mapping & merging | ||
| Email report ingestion | ||
| Dashboard & KPI cards | ||
| By Client report | ||
| By Provider report | ||
| By Policy report | ||
| Renewal Types report | ||
| By Adviser report | ||
| By Client Book report | ||
| Report Summary | ||
| Audit trail | ||
| Commission Checks (SOA reconciliation) | ||
| Excel export | ||
| Xero integration | ||
| Year-over-year analytics | ||
| Priority support |
Frequently asked questions
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