Pricing that respects your AUM.
Every plan includes the full platform — portfolio management, fee billing, trading, compliance, AI intelligence, and client portal. No feature gates. No surprise add-ons.
Essentials
For growing RIA firms establishing their technology foundation.
Firms managing $50M–$150M AUM with 1–3 advisors.
- Full platform access (all modules)
- Up to [X] full seats + [Y] staff seats
- AI intelligence queries (monthly allocation)
- Client portal with firm branding
- Standard support (email, knowledge base)
Everything you need to replace your spreadsheets and disconnected tools.
Request a DemoProfessional
For established firms that need the full platform at scale.
Firms managing $150M–$500M AUM with 3–10 team members.
- Everything in Essentials
- Higher seat limits
- Expanded AI query allocation
- Priority support
- Custom business rule configuration
- Advanced reporting
The plan most RIA firms choose.
Request a DemoEnterprise (Modular)
For larger firms adopting specific capabilities alongside existing tools.
Firms managing $500M+ AUM, including Tier 2 firms with $1B–$30B.
- Modular adoption: choose Capital Calls & Alternatives, AI Intelligence, Trading & Rebalancing, or all three
- Full platform migration path when ready
- Dedicated onboarding support
- Custom integration assistance
- Volume AI query allocation
- Dedicated support contact
Start with what your current platform can't do.
Talk to SalesWhat to highlight vs. fine print
Highlight prominently: All plans include the full platform (no feature gating within a tier); AI intelligence included in every plan (not an add-on); client portal included (not a separate product); compliance infrastructure included (audit trails, encryption, retention — not premium features); demos available for Essentials and Professional.
Fine print / FAQ section: Seat pricing model (per full seat, staff seats at reduced rate); AI query volume limits by tier and overage pricing; annual vs. monthly billing options and discount; data storage limits (if any); custom pricing for firms with unusual requirements; Enterprise module pricing (per-module vs. bundle discount); onboarding assistance options; support SLA differences between tiers.
Comparison
| Feature | Essentials | Professional | Enterprise |
|---|---|---|---|
| Portfolio Management | ✓ | ✓ | ✓ (or modular) |
| Fee Billing | ✓ | ✓ | ✓ (or modular) |
| Trading & Rebalancing | ✓ | ✓ | ✓ (or modular) |
| Alternatives & Capital Calls | ✓ | ✓ | ✓ (or modular) |
| AI Intelligence | ✓ (standard) | ✓ (expanded) | ✓ (volume) |
| Client Portal | ✓ | ✓ | ✓ |
| Compliance Infrastructure | ✓ | ✓ | ✓ |
| Support | Standard | Priority | Dedicated |
| Full seats | Up to [X] | Up to [Y] | Custom |
| Onboarding | Self-service | Guided | Dedicated |
FAQ
- Can I start with Essentials and upgrade later?
- Yes, your data and configuration carry forward.
- What happens if I exceed my AI query limit?
- Additional queries are available at per-query pricing, or you can upgrade your plan.
- Do you offer annual billing discounts?
- Yes, annual billing includes a [X]% discount.
- What's included in onboarding?
- Self-service includes documentation, video walkthroughs, and email support. Guided includes a dedicated onboarding session. Enterprise includes custom data migration assistance.
- Can I use Advisd alongside my existing portfolio management tool?
- Yes, the Enterprise tier supports modular adoption alongside existing tools like Addepar, Black Diamond, or Orion.