Pricing
Simple pricing that grows with your complexity.
Bronze — Clarity
Monthly$30.00
Annual$300.00
- Track all assets
- Net wealth and PnL visibility
- Up to 3 tax entities (Individual & Joint)
Silver — Decisions
Monthly$69.00
Annual$690.00
- Forecast / Scenario modelling (Individual & Joint)
- Portfolio AI Assistant
Gold — Structures
Monthly$159.00
Annual$1,590.00
- Adds Trusts, Companies & SMSFs
- Enhanced AI Assistant
- Structure clarity
Platinum — Impact
Monthly$299.00
Annual$2,990.00
- Multi-Entity forecasts
- Scenario Optimisation Assistance
- Enhanced Distributions