See what each advisor tier includes for client visibility, collaboration, and next-step follow-through.
Wealth Insight Sync is built for money coaches and financial advisors who want a cleaner operating view before the meeting, stronger shared context during the review, and clearer action tracking after recommendations are made.
Household visibility
Review cash flow, debt, savings, spending changes, and account context before the meeting starts.
Advisor-client collaboration
Keep both sides aligned on current numbers, recommendations, and notes inside one shared workspace.
Recommendations and approvals
Turn advisor guidance into visible next steps that clients can review, confirm, and revisit later.
Advisor tiers
A detailed look at how each advisor tier supports the client workflow
Start with the tier that matches your current roster and service model, then move up as you need richer insight, stronger delivery tools, and more structured scale.
Practice foundation
Core
For solo advisors launching a structured workflow for a small active roster.
Standard pricing $49/month • Up to 5 households
For solo advisors who need one place to review household finances, prep for meetings, and manage follow-up.
Meeting-ready household dashboard
Review balances, cash flow, debt, savings, and recent movement before you step into the meeting.
Budget and transaction tracking
Track manual budgets, spending categories, and transaction history inside one client view.
Client-managed household access
Use client-managed balances, CSV imports, and client portal access instead of relying on screenshots and shared spreadsheets.
Built for a focused roster
A strong fit for early beta advisors managing up to 5 households with a high-touch process.
Growth workflow
Advanced
For advisors running recurring service, structured review cadences, and more active follow-through.
Standard pricing $99/month • Up to 15 households
For advisors running an ongoing client process with reviews, planning conversations, and between-meeting follow-through.
Financial Health Score and alerts
Spot household pressure points, spending changes, and recurring issues before they become meeting surprises.
Goals, notes, and advisor suggestions
Keep planning items, advisor notes, and recommended next steps in one shared workflow.
Reports and scheduler
Prepare review materials, coordinate meeting cadence, and keep the client relationship moving between sessions.
Made for recurring service
The best fit for advisors managing up to 15 households with monthly or quarterly engagement.
Premium delivery
Elite
For advisors scaling toward a larger managed book with a more polished client-facing experience.
Standard pricing $179/month • Up to 30 households
For advisors who want a more polished, repeatable workflow across a growing book of client households.
Scenario planning and forecasting
Model planning tradeoffs, long-range outcomes, and forward-looking scenarios for more complex households.
Automated reports and templates
Reduce manual prep with repeatable reports, workflow templates, and automation-oriented delivery tools.
Segmentation and portfolio views
Group households, review client segments, and manage a broader book with more context than a simple roster list.
Premium client presentation
Deliver branded outputs, stronger reporting, and a higher-touch experience across up to 30 households.
Compare tiers
See how advisor capabilities expand from visibility to repeatable practice workflow
Compare the core capabilities in Advisor Core, Advisor Advanced, and Advisor Elite side by side.
Client households included
Meeting-ready household dashboard
Budgeting and transaction tracking
Secure client portal and shared household data
Financial Health Score
Goals, advisor notes, and suggestions
Reporting and scheduler
Spending alerts and recurring insights
Scenario planning and forecasting
Automated reports and workflow templates
Branded exports and portfolio views
| Capability | Advisor Core | Advisor Advanced | Advisor Elite |
|---|---|---|---|
| Client households included | Up to 5 | Up to 15 | Up to 30 |
| Meeting-ready household dashboard | |||
| Budgeting and transaction tracking | |||
| Secure client portal and shared household data | |||
| Financial Health Score | — | ||
| Goals, advisor notes, and suggestions | — | ||
| Reporting and scheduler | — | ||
| Spending alerts and recurring insights | — | ||
| Scenario planning and forecasting | — | — | |
| Automated reports and workflow templates | — | — | |
| Branded exports and portfolio views | — | — |
Build the client experience on visibility and trust, not scattered spreadsheets and email threads.
These safeguards support the product experience when advisors ask households to share financial data and collaborate in one workspace.
Client-managed balances and imported household activity
Secure login and protected household access
Client-friendly experience that supports trust
Built for shared advisor-client visibility, not credential sharing
Advisor role clarity
Keep household visibility high while advisor judgment stays at the center.
Wealth Insight Sync helps advisors organize client-managed household data for visibility, planning, and follow-through, while advisors remain responsible for recommendations, client communications, compliance, and any investment, legal, tax, or financial advice.
Household visibility
Shared planning context
Action tracking and follow-through
Recommendations and guidance
Client communication
Compliance and professional judgment
Choose the advisor workflow that fits your current practice stage.
Start with the tier that matches your client roster today, then move up as you need stronger reporting, repeatable delivery, and a more polished advisor-client experience.