How many client companies can I manage?

There is no limit to the number of client companies you can manage with the Advisor Plan.

Each Advisor subscription includes three client companies. As your firm grows, you can add additional clients at any time.

• Additional Single Entity Client: $49/month or $499/year
• Additional Multi-Unit Consolidation Client: $119/month or $1,199/year

This flexible pricing allows you to expand your advisory practice without changing platforms.