Pricing
Simple tiers for both sides
Individuals start free and upgrade to Pro. Advisors get the full intelligence workspace on the Advisor plan.
Free
$0
Your GWP Wealth Score, always visible.
- · GWP Score (0–850)
- · 3 pillar breakdown
- · Weekly score update
Pro
$29/mo
Full intelligence for individuals building wealth.
- · Full AI brief
- · Plaid integration
- · Goal alignment
- · Wealth simulator
- · Score attribution
Advisor
$99/mo
Intelligence layer for your entire book of business.
- · Intelligence grid
- · Pre-meeting briefs
- · Plan Guardian alerts
- · Advisor workspace
- · Prospect link generation
No credit card required to start.