Rome wasn't built in a day,
but your marketing assets will be.

Choose the perfect plan for your needs

Starter

$249.99/month

Perfect for solo advisors ready to amplify their voice.

1 user license
Unlimited content pieces
CRM/Notetaker integrations
FINRA/SEC compliance pre-checks
Social media scheduling
Email campaign automation
Analytics dashboard
Blockchain media vault
Comprehensive audit trails
Dynamic prompt library

Most Popular

Professional

$499.99/month

Built for growing firms with multiple advisors

3 user licenses
Unlimited content pieces
CRM/Notetaker integrations
FINRA/SEC compliance pre-checks
Social media scheduling
Email campaign automation
Analytics dashboard
Blockchain media vault
Comprehensive audit trails
Dynamic prompt library
Priority support

Premium

$999.99/month

Designed for established firms scaling their marketing

10 user licenses
Unlimited content pieces
CRM/Notetaker integrations
FINRA/SEC compliance pre-checks
Social media scheduling
Email campaign automation
Analytics dashboard
Blockchain media vault
Comprehensive audit trails
Dynamic prompt library
Priority support
Quarterly growth strategy consultation

ENTERPRISE

$1,999/month

Customized for large firms with complex needs.

Unlimited user licenses
Unlimited content pieces
CRM/Notetaker integrations
FINRA/SEC compliance pre-checks
Social media scheduling
Email campaign automation
Analytics dashboard
Blockchain media vault
Comprehensive audit trails
Dynamic prompt library
Priority support
Quarterly growth strategy consultation
Quarterly marketing strategy review

All the benefits of Premium software plus full-service marketing execution at a fraction of the cost of hiring a team.