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Choose your plan
Basic
This plan is designed for individuals looking to track real estate and business assets.
$20/month
- Unlimited real estate tracking
- Unlimited business entity tracking
- Wealth Funnel Visualization (Trifecta)
Pro
This plan is designed for investors looking for advanced features to manage their assets.
$25/month
- Everything in Basic plus
- Document storage
- Portfolio growth & income simulator
Business
This plan is for businesses looking to help their clients track their real estate and business assets.
Offer your clients everything in the Pro plan with the benefit of being able to manage their accounts and assets. This is perfect for CPA, EA, Accountant, or Tax Attoneys. Learn more here
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