Select the right plan based on your needs
Standard
All the basics
AUD
$139
/mo
Billed monthly / per user / excl. GST
Billed yearly / per user / excl. GST
SAVE 5%
Start your free 21-day trial
Start your free 21-day trial
Inclusions
Unlimited hours limit/user/month
No additional cost for support staff
Hours aggregated at company level
Key features
Meeting File Notes (incl different templates)
Client Summary Email
Detailed Meeting Transcript
Automated Letter of Engagement
Client Mind Maps
Multi-language Meetings Supported
Ability to tailor templates & options
Platforms: Teams, Zoom, in-person
PRO
Recommended
Access every feature
AUD
$249
/mo
Billed monthly / per user / excl. GST
Billed yearly / per user / excl. GST
SAVE 5%
Start your free 21-day trial
Start your free 21-day trial
Inclusions:
Unlimited hours limit/user/month
No additional cost for support staff
Early access to new premium features
Everything in Standard plus:
UNLIMITED hours per user
ROA Word doc
Advice Flowcharts
Strategy Paper with Peer Review
Paraplanner Request Form
Fact Find Datasheet
BYO Templates
File Upload Functionality
Enterprise
For larger teams
Contact Sales
For firms with 7+ Advisors
Speak with Sales
Inclusions
Discounts available for larger teams
Specifics to meet your needs
And more!
Reach out to get
Custom requirements
Discounted volume pricing
Custom onboarding & training
Dedicated account manager
And more...
Minimum user requirements
- Microsoft Teams licence: minimum plan level is 'Microsoft 365 Business Basic'
- Zoom license: minimum Zoom licence plan level is 'Zoom Pro'
- Must be on a ‘Business Plan’ subscription, as Personal Plans (Teams & Zoom) are not supported
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