Pricing
Pricing.
Three plans, named like the horizons your clients invest for. Priced per advisor seat per month. Start with a 30-day trial for up to 200 clients.
Horizon
1 Year
For an advisor starting to move off spreadsheets
Billed yearly in USD · Up to 200 clients
Try free for 30 days- Client Book with families and goals
- Portfolio View with RTA imports
- SIP Desk with renewals and failed instalments
- Risk profile and KYC status
- Excel and CSV import
- Email support
Horizon
5 Years
For practices that sell funds and insurance
Billed yearly in USD · Up to 3,000 clients
Try free for 30 days- Everything in 1 Year
- AI Client Review Assistant
- Policy Desk with premium calendar
- Compliance Vault with audit trail
- Suitability notes and consents
- Shared market notes
- Priority support
Horizon
10 Years
For larger practices and advisor teams
Billed yearly in USD · Above 3,000 clients
Connect Support- Everything in 5 Years
- Practice Reports across advisors
- Client app for every family
- Team roles and branch views
- API access
- Assisted data migration
- Dedicated onboarding
Compare plans
| Feature | 1 Year | 5 Years | 10 Years |
|---|---|---|---|
| Clients | 200 | 3,000 | Above 3,000 |
| Client Book, families and goals | |||
| Portfolio View with CAMS and KFintech imports | |||
| SIP Desk | |||
| AI Client Review Assistant | |||
| Policy Desk | |||
| Compliance Vault and audit trail | |||
| Practice Reports for one advisor | |||
| Practice Reports across advisors and branches | |||
| Client app | |||
| API access | |||
| Assisted data migration |
What is an advisor seat?
A seat is one person who logs in to work with clients, such as the practice owner, an advisor or a relationship manager. Clients using the client app do not need seats.
What does the free trial include?
30 days of Client Book, Portfolio View and SIP Desk for up to 200 clients. You can move to any plan during or after the trial.
Can I change plans later?
Yes. Upgrades apply at once. Downgrades apply from the next billing period, and your records stay in place.
Why is pricing in US dollars?
Plans are listed in USD for consistency. Invoices for Indian practices show the equivalent amount and applicable taxes.
What happens to my data if I stop?
You can export clients, holdings, notes and the full audit trail before closing your account.