Choose a plan that fits your needs whether you're an individual, advisor, or enterprise. Transparent pricing, powerful features, and real-time insights to help you take control of your financial future.
Perfect for individuals who want to track net worth, manage assets, and get clear monthly insights—without the extra complexity.
Track your total net worth (assets & liabilities)
Add properties, stocks, and vehicles with smart valuation support
Monthly dashboard summary & export-ready reports
Secure account access + basic support
Ideal for professionals and power users who need deeper insights, advanced tracking, and smarter financial analysis.
Advanced net worth tracking with historical trends & comparisons
Real-time property, stock, and vehicle valuations via integrated APIs
Detailed reports with charts, insights, and export options
Priority support and enhanced security features
Built for advisors, teams, and businesses who need full control, automation, and enterprise-level financial insights.
Unlimited asset, liability, and portfolio management
Team access with multiple user roles and permissions
Automated valuations, forecasting, and advanced analytics
Dedicated account manager and enterprise-grade support
A four-dimensional, AI-powered platform that transforms traditional asset & liability statements into real-time financial tracking tools.
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