Features | Solo | Team | Team Plus | Enterprise |
---|---|---|---|---|
Number of seats (users) | 3 | 15 | 30 | Unlimited |
Cost per user | $5.00 | $3.93 | $3.30 | - |
30 day free trial | - | |||
Number of company goals | 4 | 10 | 15 | 25 |
Number of teams | 1 | 10 | 35 | Unlimited |
Objective levels | 2 | 5 | 7 | Unlimited |
Xero Integration | ||||
Daily API calls | 100 | 1000 | 1000 | 1000 |
Data Storage | 150MB | 200MB | 250MB | 1000MB |
Help Desk | ||||
Onboarding session | ||||
Training session | 1 | 2 | ||
Integration setup | 1 | 1 | ||
Plan transition |
Solo |
---|
3 users (seats) |
4 company goals |
1 team |
100 Daily API calls |
Help Desk |
Onboarding Session |
Team |
15 users (seats) |
10 company goals |
10 teams |
Xero Integration |
1000 Daily API calls |
24/7 Support |
1 x Training Session |
1 x Integration Setup |
Team Plus |
30 users (seats) |
15 company goals |
35 teams |
7 objective levels |
Xero Integration |
100 Daily API calls |
Full Customer Support |
2 x training sessions |
1 x integration setup |
Enterprise |
Contact us for a fully customised solution |
Optional Addons | |
---|---|
Training Sessions | $79 per session |
Integration Setup | $399 |
Plan Transition | $499 |
Full Implementation Package (Includes integration, 1 x plan transition and 3 x training sessions) | $990 |
Optional Addons |
---|
Training sessions - $79 ea |
Integration setup - $399 ea |
Plan transition - $499 ea |
Full implementation package - $990 |
Additional Seats | ||||
---|---|---|---|---|
5 Users | $25 /month | $20 /month | $17 /month | - |
10 Users | $34 /month | $39 /month | $33 /month | - |
15 Users | $43 /month | $59 /month | $50 /month | - |
20 Users | $50 /month | $79 /month | $66 /month | - |
25 Users | $60 /month | $98 /month | $83 /month | - |
Additional Seats |
---|
5 users - From $16.50 p/m |
10 users - From $33 p/m |
15 users - From $42.86 p/m |
20 users - From $50 p/m |
25 users - $59.52 p/m |
Optional Addons | |
---|---|
Training Sessions | $79 per session |
Integration Setup | $399 |
Plan Transition | $499 |
Full Implementation Package (Includes integration, 1 x plan transition and 3 x training sessions) | $990 |
Additional Seats | |
---|---|
5 Users | $75 |
10 Users | $125 |
15 Users | $175 |
20 Users | $225 |
25 Users | $275 |
Optional Addons |
---|
Training sessions - $79 ea |
Integration setup - $399 |
Plan transition - $499 |
Full implementation package - $990 |
Additional Seats |
---|
5 users - $75 |
10 users - $125 |
15 users - $175 |
20 users - $225 |
25 users - $275 |
We have custom plans built directly for advisors and consultants looking to build out plans for mutliple clients. Learn more about our multi-tenancy plans below.
Learn More