Simple plans for every firm
Choose the plan that fits your firm's needs. All plans include core workflow automation with no hidden fees.
Core Ops
Essential operational workflows for growing advisory teams
- Client onboarding workflows
- Document capture & verification
- Task management & routing
- Basic audit logging
- Email support
- Up to 200 households
Ops + Compliance
Complete operational and compliance automation
- Everything in Core Ops
- Policy-gated approvals
- Exception management
- Compliance attestations
- Audit pack exports
- Explainability receipts
- Priority support
- Unlimited households
Enterprise
Custom solutions for large advisory firms
- Everything in Ops + Compliance
- Custom workflow builder
- API integrations
- Data residency options
- SSO / SAML support
- Dedicated success manager
- Custom SLAs
- On-premise deployment option
All Plans Include
Core features that power every WealthOS deployment
Bank-grade Security
SOC 2 compliant infrastructure with encryption at rest and in transit
99.9% Uptime SLA
Reliable infrastructure with automatic failover and disaster recovery
Real-time Updates
Live dashboard updates and instant notifications for all workflows
Dedicated Support
Expert support team ready to help you get the most from WealthOS
Frequently Asked Questions
Everything you need to know about WealthOS pricing
How is pricing calculated?
Pricing is based on the number of advisors using the platform. We offer volume discounts for larger teams and custom pricing for enterprise deployments.
Is there a free trial?
Yes, we offer a full-featured interactive demo and can provide a pilot period for qualified firms to evaluate the platform with real workflows.
What support is included?
All plans include email support. Ops + Compliance includes priority support with faster response times. Enterprise includes a dedicated success manager.
Can I upgrade or downgrade?
Yes, you can change your plan at any time. Upgrades take effect immediately, and downgrades take effect at the next billing cycle.
Ready to get started?
Launch the interactive demo to experience WealthOS, or contact us for a personalized walkthrough.