AI-powered all-in-one planning solution for advisors covering tax, estate, and insurance planning.
Active plans
5
Total changes
5
Last change
Jun 5, 2026
Price trend
Changes in 12 months
5
Cadence
Multiple changes per day
Direction
New plan recently added
Category position
Pricier than 94% of Finance & Accounting tools (1716 compared)
$1,995/year
Last 5 changes
| Date | Plan | Change | Old | New | Δ% |
|---|---|---|---|---|---|
| Jun 5, 2026 | Enterprise | new plan | — | — | — |
| Jun 5, 2026 | Insurance Planning | new plan | — |
No flagged competitors yet — here's what else lives in Finance & Accounting.
$1,125 / 75 Credits
$1,790 / 10 Credits
$870 / 30 Credits
| $870 |
| — |
| Jun 5, 2026 | Estate Planning | new plan | — | $1,790 | — |
| Jun 5, 2026 | Tax Planning | new plan | — | $1,125 | — |
| Jun 5, 2026 | All-In-One Planning Solution | new plan | — | $1,995 | — |
From $288/mo
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