Simple, transparent pricing
Choose the plan that fits your practice. Start free and upgrade as you grow. All plans include our core features with no hidden fees.
Perfect for getting started with AdvisoryFlow
- 1 advisor seat
- 10 active clients
- 1 GB storage
- 3 document templates
- Basic document signing
- Manual workflows
- System-branded emails
- Community support
For individual advisors ready to scale
- 1 advisor seat (add more available)
- 250-500 active clients
- 50-100 GB storage
- 50-100 document templates
- Advanced document signing
- Advanced workflow automation
- Email integration (own domain)
- Plaid financial account connections
- Firm branding & email theming
- Email support
For multi-advisor firms
- Multiple advisor seats
- Unlimited active clients
- 250+ GB storage
- Unlimited document templates
- Multi-signer workflows
- Team collaboration tools
- Shared template libraries
- Advanced audit logs & exports
- Priority support
- 3+ seats minimum
For large firms with custom needs
- Custom seat pricing
- Custom client limits
- Custom storage limits
- SSO & IP allowlists
- White-label options
- Dedicated account manager
- Custom integrations
- On-site training
- Custom SLA
Compare plans
See what's included in each plan and choose the one that best fits your practice needs.
| Feature | Free | Pro | Team | Enterprise |
|---|---|---|---|---|
| Advisor Seats | 1 | 1+ (add more) | Multiple | Custom |
| Active Clients | 10 | 250-500 | Unlimited | Custom |
| Storage | 1 GB | 50-100 GB | 250+ GB | Custom |
| Document Templates | 3 | 50-100 | Unlimited | Unlimited |
| Document Signing | Basic (limited) | Advanced | Multi-signer | Advanced |
| Workflow Automation | Manual only | Advanced | Advanced | Custom |
| Email Integration | System-branded | Own domain | Own domain | Custom |
| Plaid Connections | ||||
| Firm Branding | White-label | |||
| Team Collaboration | ||||
| Audit Logs & Exports | Basic | Standard | Advanced | Custom |
| Support | Community | Priority | Dedicated |
Frequently asked questions
Everything you need to know about our pricing.
Can I change plans later?
Yes! You can upgrade or downgrade your plan at any time. Changes take effect immediately, and we'll prorate any charges or credits.
What happens if I exceed my plan limits?
We'll notify you when you're approaching your limits. You can upgrade your plan or contact us to discuss custom limits for Enterprise plans.
Do you offer discounts for annual billing?
Yes! Annual billing saves you 17-20% compared to monthly billing. You'll see the discount automatically applied when you select annual billing.
What payment methods do you accept?
We accept all major credit cards. Enterprise customers can also pay via invoice with net 30 terms.
Is there a free trial?
Our Free plan is always free—no trial period needed. You can start using AdvisoryFlow immediately and upgrade when you're ready for more features.
What's included in Enterprise plans?
Enterprise plans include custom pricing, dedicated account management, SSO, IP allowlists, white-label options, custom integrations, and on-site training. Contact our sales team to discuss your specific needs.
Ready to get started?
Start with our free plan and upgrade as your practice grows. No credit card required.