Pricing
Three tiers, priced per advisor per month, no add-ons and no platform fee. Talk to us for a quote.
Prices are not published yet. Pricing is per advisor per month, with no platform fee and no minimum; talk to us for a quote at wealthy.to/book/dylan or sales@wealthy.to. Your invoice reads from the same price table as the quote, so what you are quoted is what you are billed.
How it works
- Per advisor, per month. Your bill is the tier price times the number of advisor seats. There is no platform fee and no minimum.
- Three tiers, no add-ons. Anything a tier does not include is a reason to move up a tier, not a line item.
- Clients are free. Client portal logins never count as seats.
- Annual billing takes a discount off the subscription. Setup fees, where a tier has one, are one-time and never recur.
The ladder
| Tier | Who it is for | What it adds |
|---|---|---|
| Base | An advisor's own desk | The CRM with contacts, households, tasks and notes, the pipeline, inbox triage and drafts, booking pages, Ask WealthY, voice notes, and meeting AI on any transcript you paste in. Nothing client facing. |
| Pro | Advisors who want reach | Everything in Base, plus the meeting recorder that joins your calls, the dialer, sequences and campaigns with engagement analytics, API keys and webhooks. Recording hours and dialer minutes are pooled across the firm. |
| Pro + Custodian | Firms where the client and the custodian enter the system | Everything in Pro, plus the client portal, requests and dealer paperwork with e-signature, KYC, questionnaires, custodian data feeds, performance, reports and analytics. |
Switching and leaving
- Move up a tier at any time; the change applies on the next invoice.
- Your data is yours. Export clients, accounts, notes and documents at any time from the app, and ask for a full export on request.