Advisor pricing
A CPA, broker, fractional COO, or EOS implementer runs the same diagnostic across a book of clients from one login. Both tiers pay 20% of that client’s subscription revenue every year the client keeps paying, not a one-time finder’s fee.
Advisor and Practice
The portal runs the same engine your clients see, across a roster. Advisor is a single seat with 10 active client businesses. Practice is up to 5 seats and 30 active businesses, priced for the firm rather than the individual.
A single advisor seat. Unlimited client businesses with 10 active, client invitations, pre-session brief generation, the advisor dashboard, and commission tracking at 20% perpetual.
Start freeEverything in Advisor, plus up to 5 advisor seats, 30 active businesses, white-label PDF export, practice-level analytics, and priority support.
Start freeSubscribe at a price on this page and you keep that price for the life of the subscription, including through any future increase. Start at $399 today and it is $399 in year five. There is no grandfather clause to ask for and no renewal surprise.
Annual is monthly times ten on both tiers: pay for ten months, use twelve.
Your own company runs on the operator ladder, a separate subscription from the portal: Free, Operator, Command, and Portfolio pricing.
How the commission works
20% of the monthly subscription revenue attributable to a client you refer, calculated on each invoice payment. It is a perpetual renewal commission, not a one-time referral fee, so it pays in year four the same as year one.
A commission statement is generated and emailed to you on the 1st of each month. Payout triggers once the balance clears a $100 minimum.
Every seat on a Practice account, up to 5, shares one commission tracking record at the same 20%. The commission belongs to the practice, not to the individual seat that made the introduction.