Plans for every practitioner
Track your banking system with full clarity, integrity, and control. Start free — upgrade when you're ready.
Save with annual billing
For You
Track, model, and understand your whole life banking system.
Starter
Core features to get started.
Free
- 1 policy, unlimited loans, 5 deployments, 5 goals
- Manual snapshot entry
- Basic dashboard
- Net worth tracker
- 3 tools (Debt Sequencer, Borrowing Strategy, Vehicle/Equipment)
- AI Assistant (help mode)
- Knowledge base & help articles
Builder Pro
Unlimited access to all features and tools.
$18/mo$25
$216 billed annually
- Unlimited policies, loans, deployments, goals
- Document extraction (AI)
- All 9 tools
- AI Banking Assistant (full access)
- AI Insights — unlimited
- Capital velocity tracker
- Goal setting & tracking
- CSV/PDF export
- Banking system statements (PDF/CSV)
Your advisor may provide this for you — check with them.
For Advisors
Give your clients tools to track their banking system.
Every paid tier includes Builder Pro for your personal use — free.
Practice Solo
All features, no client seats.
$49/mo
$588 billed annually
30-day free trial
- Full CRM, pipeline & practice board
- AI Scribe (unlimited)
- Full analytics & engagement scoring
- Smart lists & workflows
- Unlimited AI Insights
- Directory listing
- Builder Pro included
- $25 referral credit per client upgrade
Practice 10
10 client seats included.
$149/mo
$1788 billed annually
30-day free trial · 3 trial seats
- Full CRM, pipeline & practice board
- AI Scribe (unlimited)
- Full analytics & engagement scoring
- Smart lists & workflows
- Unlimited AI Insights
- Directory listing
- Builder Pro included
- $25 referral credit per client upgrade
- 10 client seats included
- Branded exports & custom templates
- Overflow seats at $15/seat/mo
Popular
Practice 25
25 seats + featured directory.
$299/mo
$3588 billed annually
30-day free trial · 3 trial seats
- Full CRM, pipeline & practice board
- AI Scribe (unlimited)
- Full analytics & engagement scoring
- Smart lists & workflows
- Unlimited AI Insights
- Directory listing
- Builder Pro included
- $25 referral credit per client upgrade
- 25 client seats included
- Branded exports & custom templates
- Featured directory listing
- 1 team seat included
- Overflow seats at $15/seat/mo
Practice 50
50 seats + team members.
$449/mo
$5388 billed annually
30-day free trial · 3 trial seats
- Full CRM, pipeline & practice board
- AI Scribe (unlimited)
- Full analytics & engagement scoring
- Smart lists & workflows
- Unlimited AI Insights
- Directory listing
- Builder Pro included
- $25 referral credit per client upgrade
- 50 client seats included
- Branded exports & custom templates
- Featured directory listing
- 2 team seats included
- Overflow seats at $15/seat/mo
- Priority support
Give your clients $25/mo in tools for as little as $8.98/seat.
Need more than 50 seats? Contact us about Enterprise.
Compare Features
| Feature | Starter | Builder Pro |
|---|---|---|
| Track policies | ||
| Policy limit | 1 | Unlimited |
| Manual snapshot entry | ||
| Basic dashboard | ||
| Net worth tracker | ||
| Document extraction (AI) | ||
| Tools | 3 basic | All 9 |
| AI Banking Assistant | Help mode | Full access |
| AI Insights | ||
| Capital velocity tracker | ||
| Goal setting & tracking | 5 | Unlimited |
| CSV/PDF export | ||
| Banking system statements |