Pricing
No tiers for different terminals, no paying for individual modules. One price for the entire system, access everything from day one, and for our 2026 Disruption Year, it's up to 60% off.
No annual contracts · No lock-in · Free Zero-Friction Migration (normally $1,999) · Offer ends December 31, 2026
No annual contracts · No lock-in · Cancel anytime
The Terminal
Includes your first seat
Each Additional Seat
Universal Access Seat
Zero-Friction Migration
Normally $1,999
First seat included. After December 31, 2026, the discount and free migration are gone.
Seats
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: a $199 advisor seat with everything, and a $59 assistant seat that is quietly capped with features. We think that is backwards. So there are no tiers. We have just one universal seat with all the Terminal's features. While it is normally $129/mo, right now it is $79 with 40% off.
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
$129/mo $79CAD/mo
40% off
One seat. Full access. One price. And you hold the keys.
What's included
No tier to feel like you're missing out, because you now have everything.
Client Manager
The CRM wealth management actually demands.
Conversation Capture
Capture every client conversation, no bot in the room.
Meeting Notes
Meetings turned into polished, compliant notes.
Snapshots
A living client profile, always current.
Wealth Path
Financial planning that is fast, clear, and easy to use.
Portfolio Shift
The exact trade list, the moment you set the target.
Dashboard
The control tower for your whole practice.
Workboard
The task manager advisors actually dream of.
The Vault
An encrypted vault for every client, kept in Canada.
Professional Contacts
Every key relationship in one place.
Securities Database
Write your investment reasoning once, use it everywhere.
Team Access Control
Decide who sees what.
Archive
Archive the rest. Nothing is ever lost.
Zero-Friction Migration, free
Normally $1,999. Our team hand-moves your records, notes and documents from Maximizer, Wealthbox, Redtail, Salesforce or spreadsheets, free when you onboard by December 31, 2026.
No contracts, no lock-in
No annual 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.
The Terminal keeps growing. Here's a look at what's already on the way for your practice.
QIRA
Coming nextYour AI operator.
The conversational layer over everything your Terminal already remembers. Instead of searching, you just ask, 'brief me on the Hendersons,' and QIRA hands you a summary before you walk in.
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
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. It normally starts at $1,999, but it's included free with the 2026 Disruption Offer.
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
with your plan
One operating system. Everything connects to everything.
Put it in perspective
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
Still weighing it up? Book a demo and we'll walk through the full system and your exact numbers.