Pricing
There's only one plan, and we give you everything with it.
No tiers for different terminals, no paying for individual modules. One price for the entire system, with access to everything from day one.
Month to month · No contract · Cancel anytime · Zero-Friction Migration $1,999 one time
One price. The whole practice.
Month to month · No contract · Cancel anytime
The Terminal
Includes your first seat
Each Additional Seat
Universal Access Seat, any role
Zero-Friction Migration
Clients, notes, tasks and documents, moved for you
First seat included. Plus HST.
Promotional pricing may be available to qualifying advisors, including those moving from another platform. We'll walk you through it on your demo.
Seats
The universal seat.
We know, sometimes your assistant does advisor-level work. So you may have advisors and associate advisors, maybe a partner, client service staff, an administrative assistant, an office manager, etc.
Most software still makes you sort everyone into buckets: an advisor seat with everything, and a cheaper assistant seat that is quietly capped with features. We think that is backwards. So there are no tiers. Every additional seat is $129/mo with all of the Terminal's features behind it, whoever is sitting in it.
For each seat, you never give up control. As the practice owner, you decide what any individual seat can see and do. Tighten access wherever it genuinely matters, or leave it wide open. The seat is the same either way.
Every role on your team
One priceUniversal Seat
Full access · any role
$129CAD/mo
One seat. Full access. One price. And you hold the keys.
What's included
Every module included in your Advisor Terminal.
No tier to feel like you're missing out, because you now have everything.
Clients & meetings
Client Manager
The CRM wealth management actually demands.
- Households, corporations, trusts and Client Groups, each a distinct entity
- Every record holds its own people, notes, tasks and files
- A living hub where notes, tasks, forecasts and snapshots connect automatically
Conversation Capture
Capture every client conversation, no bot in the room.
- Runs quietly in person, or joins a virtual meeting with no bot announcing itself
- Entity-first recording auto-links the transcript to the right client
- Audio is destroyed after processing; you keep the notes forever
Meeting Notes
Meetings turned into polished, compliant notes.
- Type, dictate or paste, and AI Refine turns it into professional documentation
- Add checklists and trade disclosures, with the trades you placed attached
- It reads the conversation and surfaces the action items and follow-ups
Planning & portfolio
Snapshots
A living client profile, always current.
- Income, assets, liabilities, insurance, estate and goals in one place
- Tracks every data point over time, with a full history of what changed
- The foundation for projections, insurance reviews, estate and tax planning
Wealth Path
Financial planning that is fast, clear, and easy to use.
- Project balances, income and withdrawals year by year, every account in one plan
- Set an income goal and it finds the optimal withdrawal strategy
- Run volatility simulations to show the real ride, not a straight line
Portfolio Shift
The exact trade list, the moment you set the target.
- Import holdings, set the target, and get the exact trades to place
- Funds, ETFs, stocks and cash in one workflow
- Real-time cash analysis and estimated tax impact before you trade
Model Portfolios
Build your models once. Run your whole book on them.
- Build your firm's investment models once, then assign them across the book
- The Terminal tracks every account's drift against its model, live
- Rebalance any off-model account back with one click, trades included
Manage the practice
Dashboard
The control tower for your whole practice.
- Catch what's about to slip, and what's overdue, before it does
- See who's assigned what, who's progressing and who's stalled
- Spot which clients are engaged and which are quietly being missed
Taskboard
The task manager advisors actually dream of.
- Every task tied to a person responsible and the client it belongs to
- Reusable checklists for repeatable processes, with files attached
- A Kanban board filtered by date, team member or client, with a full activity log
The Vault
An encrypted vault for every client, kept in Canada.
- Per-client and practice-wide vaults: folders, tags, attach-to-task, 30-day restore
- Branded upload portals; clients drop files into their record, no account needed
- Encrypted and stored in Canada, with expiring links and a full audit trail
Records & controls
Contacts
Every key relationship in one place.
- Keep accountants, lawyers and referral partners in one place
- Save how you connect, and add quick memos as you go
- See the full thread before you call, shared across your team
Securities Database
Write your investment reasoning once, use it everywhere.
- Build your own database of funds with reasoning, risk ratings, MERs and TERs
- Reference a holding in a note and the rationale pulls in automatically
- Written once, used everywhere. Consistent and compliant
Team Access Control
Decide who sees what.
- Set permissions by role, then control access at the client level
- Editor or View-Only modes, with delete and archive disabled per role
- Every access grant and role change logged for compliance
Archive
Archive the rest. Nothing is ever lost.
- Archive past clients and tasks instead of deleting them
- Out of your active views, still fully searchable
- Nothing is ever deleted, and any record restores in one click
And everything around them.
Every module, every seat
Nothing here is an upsell. CRM, Snapshots, Capture, Meeting Notes, Taskboard, Vault, Wealth Path, Portfolio Shift and the Securities Database are in the price, for every seat, from day one.
Month to month, no contract
No contract, no lock-in, cancel anytime. That's how confident we are that Advisor Terminal will change the way you run your practice.
Bank-grade security
Encrypted in transit and at rest on SOC 2 Type II infrastructure in Canada. Two-factor auth required, row-level security, and an audit trail on every action.
Genuinely independent
No contracts with dealers or custodians. Your data stays yours: portable, exportable and never held hostage. Change dealers and your practice comes with you.
Live in under a week
Built from an advisor's point of view, so there's very little to learn. Most advisors are up and running in less than a week.
No tiers, no add-ons
One price for the entire stack from day one. No base plan, no premium plan, no module math, and nothing held back for a higher tier.
Every module. Every tool. One simple plan.
We're just getting started.
The Terminal keeps growing. Here's a look at what's already on the way for your practice.
Qira
Coming nextThe AI assistant for your practice.
The conversational layer over everything your Terminal already remembers. Instead of searching, you just ask, 'brief me on the Harrisons,' and Qira hands you a summary before you walk in.
- Ask anything across your whole practice
- Walk into every meeting already briefed
- Launches separately with its own pricing. Everything today works without it
Notebooks
Coming nextCapture fund and investment research, seminar takeaways, economic notes, and conversations with wholesalers and peers. Organize it into folders and tabs, and control which team members can open each one.
Scope of Services
Coming nextBuild templated service scopes for each client segment (retirees, high-net-worth, business owners) with predefined workflows you assign per client. Organized, auditable, and clear about the value you deliver.
Tasks on the Go
Coming nextManage, delegate and check off tasks from your phone, added to the mobile app that already handles live meeting transcription and capture.
Zero-Friction Migration
Your Last Migration. We move your whole practice in for you.
This is the last time, so we'll make it easy. We know 'switching' and 'migrating' systems is painful, so we completely take it off your plate with our Zero-Friction Migration. Our team migrates anything and everything you run today fully into your Terminal, where it's then organized and searchable before you ever need to log in. Migration is $1,999 one time, and it covers your clients, notes, tasks and documents, plus the tailoring calls where we shape the setup around how your practice actually works.
- Every client record, note and document, from Maximizer, Wealthbox, Redtail, Salesforce, spreadsheets, anything.
- Rebuilt into households, tasks and a fully searchable timeline.
- You point us at your data. We do the rest.
This is not theoretical. One advisor team came to us running three separate CRMs built up over 22 years. We brought all of it, every client record and every meeting note across all three, into their Advisor Terminal, rebuilt as a single, unified ecosystem. They were shocked.
And once your whole practice lives in one place, the rest can go. Advisors routinely drop a stack of subscriptions they no longer need: the old CRM, the AI note-taker, the cloud storage, the task board, etc. The Terminal already does all of it. The move does not just bring you over. It pays for itself every month after.
Everything you run today
Scattered across toolsZero-Friction Migration
one time
- 14,800 client records moved and matched
- 22 years of notes and documents imported
- Households, tasks and links rebuilt
One operating system. Everything connects to everything.
Put it in perspective
It is not a new expense. It is a smaller one.
It is easy to read a new tool as a new cost, so look at what you already spend. Most advisors are already paying for a separate CRM, an AI note-taker, file storage and a task app, several subscriptions that each do only part of the job. Advisor Terminal replaces all of them with one flat price, which usually adds up to less than the stack it retires.
Then there is the cost that never shows up on an invoice: the productivity, energy, and time you and your team lose every week moving between those tools and redoing what they drop. One system ends that too. Set against what it replaces and the benefits it unlocks, it was never really a new expense to justify.
FAQ
Questions, answered plainly.
Still weighing it up? Book a demo and we'll walk through the full system and your exact numbers.
- How is Advisor Terminal priced?
- The Terminal is $579/mo and includes your first seat. Each additional seat is $129/mo, advisor or assistant. That's the whole bill: no tiers, no module math, and the entire stack from day one. All prices are in CAD.
- Is there a contract or minimum commitment?
- No. Advisor Terminal is month to month with no contract, so you can cancel anytime. We'd rather earn your business every month, and that's how confident we are that Advisor Terminal will change the way you run your practice.
- Do advisors and assistants cost the same?
- Yes. Every additional seat is $129/mo regardless of role, with the full run of the Terminal behind it. You never give up control: as the practice owner you decide what each seat can see and do.
- What does migration include?
- Zero-Friction Migration is $1,999 one time. Our team hand-moves your clients, notes, tasks and documents out of whatever you run today and rebuilds them inside your Terminal, fully organized and searchable. It includes the tailoring calls where we shape the setup around how your practice actually works, and most practices are running in under a week.
- What am I paying for that I'm not paying for today?
- In most cases, less. One price covers the CRM, meeting notes, capture, tasks, documents, planning, portfolio work and the securities database, which is a stack advisors usually assemble from separate subscriptions with separate logins and separate bills. The comparison worth making is not against one tool, it is against the total you already spend to do the same job across several.
- Does Advisor Terminal connect to my dealer's system?
- Intentionally, no. Your dealer handles account opening, execution and custody. Advisor Terminal is where you run your practice. That independence is the point: your practice data stays yours, portable and under your control. If you change dealers, your practice comes with you.
- I already have a CRM. Is this replacing it?
- Honestly, yes, and you'll want it to. A CRM is no longer what it once was, and for most advisors it isn't being leveraged the way it should be. It has quietly become dead data: records you update out of habit but never really put to work. Advisor Terminal is the future of the CRM, a unified practice ecosystem where that same client information actively drives your notes, tasks, meetings and decisions. So ultimately you'll want to replace your CRM with this, because this is what a CRM was always meant to become.
- What about modules you haven't shipped yet, like Qira?
- Qira, the AI assistant, lands as a separate release down the road, and the feature itself is included. The one thing that scales is usage, because running an AI assistant is heavy on AI tokens. Every practice gets a base amount of Qira usage by default, and from there it's entirely up to you: if you want to lean on it more, you choose a usage tier that scales with your practice, your workload and how much you actually use it. Use it heavily or barely at all, that part is your call. Everything you're buying today stands entirely on its own and works fully without it.
- How secure is my clients' data on Advisor Terminal?
- Your clients' data is encrypted in transit and at rest, hosted in Canada on SOC 2 Type II infrastructure with redundant backups. Two-factor authentication is required for every user, every record is protected at the database level, and every action lands in an audit trail. The full picture is on our Security page, written so you can check it instead of taking our word for it.
- Is Advisor Terminal compliant with regulatory requirements?
- Advisor Terminal never executes trades and never holds custody, so the regulated layer stays with your dealer. What we build is the paper trail: trade disclosures attach to Meeting Notes, the Vault keeps every document with a full audit trail, and every access grant and role change is logged. Compliance stays your responsibility. The product's job is to make the evidence easy to produce.
- Does Advisor Terminal handle trade execution?
- No, Advisor Terminal does not handle trade execution. Our Portfolio Shift module assists you in determining the necessary trades to achieve your clients' target portfolios by listing the required adjustments. You will need to execute these trades manually through your existing regulated third-party systems. This approach allows you to maintain control over trade execution while benefiting from our tools.
- How easy is it to integrate Advisor Terminal with my existing systems?
- You don't integrate Advisor Terminal into your stack. It replaces the stack. Our team hand-moves your records, notes and documents from whatever you run today, and most practices are up and running in under a week. The one system we deliberately don't connect to is your dealer's: you keep placing every trade there, and nothing about that changes.
- What kind of customer support is available?
- Phone, email and live chat, answered by the team that builds the product. Onboarding comes with hands-on help, and Zero-Friction Migration means we move your data for you rather than handing you a guide. If something blocks you, tell us and a real person takes it from there.
- How steep is the learning curve for me and my team?
- Advisor Terminal is designed with an intuitive user interface to minimize the learning curve. Many advisors find that they can navigate the basic features within minutes. We also offer extensive training resources, including tutorials, webinars, and dedicated onboarding sessions, to help you familiarize yourself with all the modules. Our goal is to make the transition as smooth as possible so you can start experiencing the benefits immediately.