Finally, plans scoped to your firm—not per seat.
Finally, plans scoped to your firm—not per seat.
We have powered more than 2.5 million plans across firms of every size. We scope every quote to the number of plans you may actually use, instead charging you for seats.
Workflows, data model & UI shaped to your brand. White-label ready.
Onboarding, data migration & team training, delivered hands-on.
A named success team, 24/7 enterprise SLA, priority response.
SSO, advanced controls, unlimited plans, seats & advisors.
Finally, plans scoped to your firm—not per seat.
Finally, plans scoped to your firm—not per seat.
The wealth industry’s only verifiable AI financial advice engine will soon be available risk-free to independent advisors through a free trial. Join the waitlist to be first in line and to help shape what we build next.
Sign up in seconds to join the waitlist and start planning in minutes.
We'll email you when the experience launches.
Access the same powerful engine, Strategic Advice Manager® (SAM), that 1,000+ firms already run on to power plans for any client — now for any sized firm.
SAM's expert calculation engine and AI expert system builds plans and ranks the best strategies, so what took you 10 hours can now take minutes.
Self-directed, hybrid or advisor-led, all from one engine. Serve every client the way they want to be served.
We’re already live in Alpha. The firms on the waitlist first help shape what ships next.
We have powered more than 2.5 million plans across firms of every size. We scope every quote to the number of plans you may actually use, instead charging you for seats.
Workflows, data model & UI shaped to your brand. White-label ready.
Onboarding, data migration & team training, delivered hands-on.
A named success team, 24/7 enterprise SLA, priority response.
SSO, advanced controls, unlimited plans, seats & advisors.
SOC 2 Type II certified, ISO certified for information security, cloud protection and responsible AI management. Security is the foundation everything else runs on.
We're rolling out our free trial experience to independent advisors. Tell us about yourself and we'll email you when the experience may be available for you.
