PRICING
An annual subscription and one onboarding fee.
What the subscription covers, and what onboarding is.
What the subscription covers.
Seats
the advisors, the assistants and the compliance lead. Each person has their own ten a day.
Plans
the plans the firm advises, with the obligations each owes, the reviews, the documents and the fee work.
The assistant
the reads of the firm's mail each night and at midday, the drafts into Outlook, the filing, the review and the deck.
The data
the Form 5500 corpus, the recordkeeper feeds that publish, and the one-time import of the book.
Onboarding.
The onboarding fee covers getting a firm's book in. At the end of it the firm has:
- The book imported — plans, sponsors, contacts, providers and fees, checked against the firm's own list.
- The obligation calendar built — each plan's own cadence, the owner on each row, and the firm's own items beside them.
- Documents filed — what the firm already holds, filed against the obligations it proves, with the gaps named.
- Outlook connected — mail from anyone on a plan files to that plan.
- The first ten — on the first morning.
The numbers.
FOR THE OWNER TO FILL. The subscription figure, the onboarding figure, the billing term and any band go here. Nothing is invented and nothing goes live in this block until it is written.
- Annual subscription — ____
- Onboarding, one time — ____
- Billed — ____
- Term — ____
Terms are set per firm and shared on request.
Questions about terms.
Is it priced per plan or per seat?
Per firm, against the book it advises and the people who work it. The terms say how.
What if we leave?
The book is the firm's. It exports as the firm's own tables, with the documents.
Ask for terms.
Tell us how many plans and how many people would work them, and we send the terms for a firm that size.