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
  • 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
  • 100 reviews / month
  • 5 seats
  • Audit log retained 7 years — full Rule 204-2 window
  • 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 · annual discount available
  • 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
 
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
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?
We never block you mid-month. Reviews over your limit are billed at $0.75 (Solo), $0.50 (Practice), or $0.35 (Firm). We'll email you at 80% of the included bucket and suggest an upgrade if a plan change would save you money.
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 for the full retention window of the plan you were on.
Is there an annual discount?
Annual billing is two months free on every tier. Available from the in-app billing portal.
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.