One Price per Firm. Unlimited Clients.
Unlimited Firm Users. 14-Day Money Back Guarantee.
BEST VALUE
The Smart Ecosystem
Auditable Insights
$50
/mo
2 Months Free!
- Unlimited Firm Users
-
5,000 Credits / Mo What counts as a credit?
- Frictionless Client Upload Links
- Automated Client Folder Saving
- 30GB Transfer / Mo
- Audit Logs
- Auditable Intelligence
- Smart File Renaming
- Pre-Built Planning Tools
- Fund Tax Center
Enterprise
Custom Solutions
Starting At:
$600
/mo
Annual Commitment Required
- Centralized Management
- Granular Team Roles
- Multiple Firm Upload Links
- Dedicated Support
- Custom Features
| Features | The Smart Ecosystem |
|---|---|
| Monthly Price | $50 |
|
Annual Price
2 Months Free!
|
$500/yr
|
| Access & Limits | |
| Firm Users | Unlimited |
| Granular Team Permissions | Enterprise Only |
| Firm Upload Link | 1 Firm Link |
| Data Transfer Limit | 30GB / Mo |
| Credits / Month | 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 | Auto-Categorization |
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.
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