Package subscriptions Quantity Total Quantity Total Price
For advisors and their clients use
A suite of plans that allow clients and their advisors to work together to manage their finances.
Simple Start
5 subscriptions ($10/mo)
0 $0.00
5 subscriptions ($15/mo)
0 $0.00
5 subscriptions ($25/mo)
0 $0.00
For advisors only
A plan that gives Advisors complete control of their client’s books. Perfect for trusts and low trading clients.
Firm Ledger - Single subscription
0 $0.00
Firm Ledger - 5 subscriptions
0 $0.00
Total 0 subscriptions $0.00 per month
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