Create Your Account

A few details about you and your firm — you'll be up and running in minutes.

Full Name *

Business Email * This email already has an account. Sign in instead

Phone

Your Firm

Company / Firm Name *

Country *

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Choose Your Plan

Both plans include a free trial. You can upgrade or downgrade at any time.

Individual

Pro

$29 /month

14-day free trial · up to 3 clients

For independent advisors managing Mass Affluent and HNW clients.

1 advisor (single-user)
Unlimited clients after trial
IPS reports & standard templates
Basic analytics & knowledge base
Common & Premium client tiers
Email support (24h)

Per-client pricing after trial: Common $3/mo · Premium $12/mo

Multi-advisor

Business

$49 /advisor/month

30-day free trial · up to 10 clients

For firms and multi-advisor teams across all client segments.

Unlimited advisors
Unlimited clients after trial
All Pro features included
Client portal & white-label
Private client tier ($39/mo)
Custom domain & dedicated templates
Market intelligence & rumor tracking
Advanced analytics & priority support

Per-client pricing after trial: Common $3 · Premium $12 · Private $39/mo

Account activation requires verification (KYC)

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Company Details

Business accounts require additional company information for verification.

Tax ID / Registration Number CNPJ, EIN, VAT, Company Number, etc.

Business Address

AUM Range (Assets Under Management)

Verify Your Email

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Welcome Aboard

Your Pro trial is active — you have 14 days and up to 3 clients to explore the platform for free.

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Almost There

Your Business account has been created and is pending verification. Our team will review your information and activate your account within 1–2 business days.

Once approved, you'll have 30 days and up to 10 clients to trial the platform. We'll notify you at .

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