Pricing

Priced so a one-person RIA can justify it on a single LinkedIn post.

Every plan includes the full rule corpus, deterministic checks, and a signed audit log. You change only volume, seats, and retention.

Solo
The one-person RIA who writes their own LinkedIn.
$49/ month
Billed monthly · 14-day trial
Start free trial
  • 30 reviews / month
  • 1 seat
  • Audit log retained 1 year
  • Full rule corpus · 206(4)-1 + FAQs + risk alerts
  • Email support · 48h response
Most popular
Practice
Small firms with a CCO and a marketing lead.
$149/ month
Billed monthly · 14-day trial
Start free trial
  • 100 reviews / month
  • 5 seats
  • Audit log retained 7 years
  • Custom disclosure packs (GIPS, testimonial, retail)
  • Reviewer attribution on every audit entry
  • Priority support · 8h response
Firm
Multi-adviser firms and RIA marketing agencies.
$299/ month
Billed monthly · 14-day trial
Start free trial
  • 400 reviews / month
  • 15 seats · role-based permissions
  • Audit log retained 7 years + S3 export
  • SSO (Okta, Google Workspace)
  • Dedicated Slack channel · 2h response
  • Quarterly compliance-posture report

All plans start with a 14-day trial capped at 10 reviews.

 
Solo
Practice
Firm
Usage
Reviews per month
30
100
400
Seats
1
5
15
Max content length
10,000 chars
20,000 chars
40,000 chars
Audit
Audit log retention
1 year
7 years
7 years + S3
Reviewer attribution
—
✓
✓
Signed PDF export
✓
✓
✓
Workflow
PDF upload (performance reports, pitch decks)
✓
✓
✓
Custom disclosure packs
1
10
Unlimited
SSO (SAML / OIDC)
—
—
✓
Support response SLA
48h email
8h priority
2h Slack
Questions

Pricing FAQ

What counts as a "review"?
One review is one submission — one paste, one click, one flagged artifact. Re-reviewing the same draft after edits counts as a second review. We show your usage meter in Settings so there are no surprises.
What happens if I exceed my plan's review limit?
Each plan has a fixed review cap per billing month. When you reach the cap, additional submissions are blocked until the cap resets at the start of your next billing cycle. Your usage meter in Settings shows exactly how many reviews you have remaining. Upgrade any time to a higher plan to increase your monthly cap.
Can I cancel any time?
Yes. Cancel from Settings → Billing and your access continues through the current billing cycle. Your audit log remains available in read-only mode while your account is retained per your plan.
What about state-registered IAs and RIA marketing agencies?
State rules largely mirror 206(4)-1 with minor state-specific additions. Contact sales for state overlays. Marketing agencies usually land on Practice or Firm depending on how many clients they serve.