Advisor plans

Priced per relationship,
not per seat.

Every tier includes the full 13-page client report, the Advisor Eyes Only panel, and the dashboard. Pick the volume that matches your book — the trial is full access either way, so the sensible first move is to run the assessment on yourself and decide from your own report.

14 days free · full access · no card required

Starter

^$27.50

/ month · billed annually

3 client reports / mo

$9.17 / report

For advisors profiling a few key clients a month. Full 13-page client reports Advisor Eyes Only panel

Start 14-day free trial

Fair questions, straight answers.

How does the free trial work?

Every plan starts with 14 days of full access — send assessments, read complete reports, use the dashboard. No card up front. If you don’t add a payment method by day 14, the trial simply ends; nothing is charged.

What counts against my monthly quota?

One completed client report = one report against the month’s quota. Invitations that a client never finishes don’t count. Quotas reset at the start of each billing cycle and don’t roll over.

Can I change plans or cancel?

Any time, from the Manage billing button in your dashboard. Upgrades apply immediately; downgrades and cancellations take effect at the end of the current billing period.

What’s in the client report?

Fifteen pages: the client’s investor archetype, stated-versus-revealed risk tolerance, ranked cognitive biases, scores across 13 advisory dimensions, and an Advisor Eyes Only panel with concrete guidance on how to advise this specific person.

Subscriptions bill through Stripe and can be cancelled any time. Prices in USD. Learn more about the advisor platform.