Yes. With the Advisor Plan, you can manage all of your client companies from one centralized account. You can add new client companies as your firm grows, invite other advisors from your team at no additional cost, assign role-based permissions, and securely collaborate with each client—all while keeping every engagement organized in one place.

Yes. PlanGuru provides flexible user permissions so you control who can view and edit information. Each user can be assigned one of three permission levels: • Full Access • Read/Write • View Only Permissions can also be customized for: • PlanGuru Analytics dashboards and reports • Budget and forecast scenarios • Profit & Loss • Balance Sheet • Cash Flow Statement • KPI reporting This allows [...]

Your Advisor Plan includes unlimited Advisor Users at no additional cost. Advisor Users are members of your firm who use your firm's email domain and collaborate on client engagements. You can assign each Advisor User access to one, several, or all client companies. Each client company also includes one Client User. Additional Client Users can be added for $29/month or $299/year per user. This gives your [...]

Yes. You decide whether your clients have access and exactly what they can see. You can invite clients to collaborate within PlanGuru and assign permissions based on their responsibilities. User permissions can be configured at both the company and reporting levels, giving you complete control over who can view or edit information. Permission levels include: • Full Access • Read/Write • View Only You can also [...]

Yes. You can upgrade your Advisor Plan as your firm grows. You can switch from a monthly subscription to an annual subscription at any time. You can also add additional client companies or upgrade clients from Single Entity to Multi-Unit Consolidation whenever your clients' needs change.

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.