One Price per Firm. Unlimited Clients.
Simple consumption-based pricing with generous limits. No per-seat fees.
The Vault
Secure Transfer Only
billed monthly
Save $38 a year
- 1 Firm Upload Link
- 25GB Transfer / Mo
- Audit Logs
- No Extraction
Auditable Insights
Extraction Only
billed monthly
Save $80 a year
-
2,000 Credits / Mo What counts as a credit?
- Brokerage 1099 Standardizer
- Paystubs & Statement Extraction
- Fund Tax Center
- Burn After Reading Privacy
- No Client Upload Portal
The Bundle
Smart Ecosystem
billed monthly
Save $100 a year
- 1 Firm Upload Link
- 30GB Transfer / Mo
-
5,000 Credits / Mo What counts as a credit?
- Auto-Categorization
- Everything In the Other Tiers
| Compare Plans | Vault | Insights | The Bundle |
|---|---|---|---|
| Monthly Price | $19 | $40 | $50 |
|
Annual Price
2 Months Free!
|
$190/yr
|
$400/yr
|
$500/yr
|
| Access & Limits | |||
| Firm Account | 1 Admin Login | 1 Admin Login | 1 Admin Login |
| Granular Team Permissions | Enterprise Only | Enterprise Only | Enterprise Only |
| Firm Upload Link | 1 Firm Link | — | 1 Firm Link |
| Data Transfer Limit | 25GB / Mo | — | 30GB / Mo |
| Credits / Month | — | 2,000 Credits | 5,000 Credits |
| Insights Engine | |||
| Paystub Extraction | — | ||
| Social Security (SSA) | — | ||
| Investment Statements | — | ||
| Brokerage 1099 Standardizer | — | ||
| Fund Tax Center | — | ||
| Data Freedom | |||
| Standard CSV / Excel | — | ||
| Auto-Categorization | Manual Only | Auto-Categorization | |
Need Complex Permissions?
Our standard plans are designed for speed with Single Admin access and 1 Firm Upload Link.
If you need Granular Team Roles (Paraplanner vs Advisor), multiple upload links for different departments, or Enterprise API access:
The Fiduciary Guarantee
We believe software should prove its value immediately.
Join as an Member today. If Fin Pods doesn't save you at least 2 hours in your first 14 days, simply use the feedback button on any page to say: 'Cancel' for a full, no-questions-asked refund. You bear zero risk.
Need to convince the partners?
Use our interactive ROI calculator to generate a custom business case PDF showing exactly how many billable hours your firm will save.
Calculate Firm ROI