Advisor pricing
A CPA, broker, fractional COO, or EOS implementer runs the same diagnostic across a book of clients from one login. Invite a client and the portal builds a pre-session brief with their 3 scores before the meeting starts, not after.
Advisor and Practice
The portal runs the same engine your clients see, across a roster. Advisor is a single seat with 10 active client businesses. Practice is up to 5 seats and 30 active businesses, priced for the firm rather than the individual.
A single advisor seat. Unlimited client businesses with 10 active, client invitations, pre-session brief generation, and the advisor dashboard.
Start freeEverything in Advisor, plus up to 5 advisor seats, 30 active businesses, white-label PDF export, practice-level analytics, and priority support.
Start freeSubscribe at a price on this page and you keep that price for the life of the subscription, including through any future increase. Start at $399 today and it is $399 in year five. There is no grandfather clause to ask for and no renewal surprise.
Annual is monthly times ten on both tiers: pay for ten months, use twelve.
Your own company runs on the operator ladder, a separate subscription from the portal: Free, Operator, Command, and Portfolio pricing.
What the portal does
Invite a client and the portal runs the same 18-question diagnostic they would run themselves, then assembles a brief with their 3 scores ahead of the meeting. You open the conversation holding the number, not asking for one.
Unlimited client businesses sit on the roster: 10 active at a time on Advisor, 30 on Practice. Every client joins through one invitation from your dashboard, not a separate account per business.
Practice adds up to 5 advisor seats sharing that same roster, white-label PDF export for client-facing reports, practice-level analytics across the book, and priority support. Advisor stays a single seat.