Priced on prospects, not promises.
Every plan includes your branded presence, your content, visitor identification, and automated email drip. Pay for the prospects the system surfaces — $2 each beyond your plan's allowance. Billed monthly, no setup fees, no contract — cancel anytime.
Plans
Essential
The three calculators every prospect wants
Billed monthly · cancel anytime
25 prospects/mo · $2 each after
- Branded advisor website with expert content under your name
- Retirement Confidence Center · Lite — 3 co-branded calculators
- Lead capture + advisor-branded PDF reports
- Leads flow straight into your ProspectMatch Contacts
- Up to 40% of anonymous U.S. visitors identified
- Automated email drip marketing
- 25 prospects/mo included · $2 per identified prospect after
- Email system + automations — 5,000 sends/mo included · $5 per 1,000 after
Professional
The full Retirement Confidence Center
Billed monthly · cancel anytime
50 prospects/mo · $2 each after
- Everything in Essential
- The full Retirement Confidence Center — all 16 calculators incl. the Confidence Score
- Co-branded Social Security Analyzer included
- AI plain-English explanations for prospects
- Advisor portal with AI meeting-prep notes + custom emails
- Social content for your business — researched, written, and posted for you
- 50 prospects/mo included · $2 each after
- Email system + automations — 10,000 sends/mo included · $5 per 1,000 after
- Apex traffic routing — visitors from our public calculators matched to Professional members in your state
Enterprise
Tailored to your firm
Tailored to your needs — you only pay for what you use
- Everything in Professional
- Full white-label
- Custom domain
- Custom prospect volume
- Dedicated strategist
What advisors usually ask
What is a prospect, and what does $2 each mean?
A prospect is an anonymous visitor we identify — a verified email at minimum, often a full name and postal address. Beyond your plan's included allowance, additional identified prospects bill at $2 each — you only pay for the ones the system surfaces.
Can my prospect bill run away from me?
No. You set a monthly prospect cap in your dashboard — identification pauses when you reach it, and you can raise or lower it anytime.
What is the difference between Essential and Professional?
Essential gives you the branded presence plus the Retirement Confidence Center Lite — the three calculators every prospect wants (Will My Money Last, the Social Security Optimizer, and Your Retirement Number), capturing leads straight into your ProspectMatch Contacts. Professional unlocks the full Center: every calculator including the Confidence Score, the co-branded Social Security Analyzer, AI plain-English explanations for prospects, your advisor portal with AI meeting-prep notes, and 50 included prospects a month.
How do the email sends work?
Every plan includes the email system and automations — Essential covers 5,000 sends a month, Professional 10,000. Past your allowance it's $5 per 1,000 sends, so a busy month never cuts your drip off.
Can I upgrade from Essential to Professional later?
Yes — instantly, with nothing lost. Your calculators, leads, and branding carry over; the extra calculators, AI, and advisor portal simply switch on. Downgrades work the same way in reverse.
What is the Enterprise plan?
Enterprise is tailored to your firm — full white-label, custom domain, and custom prospect volume, starting at $500/mo. Talk to sales and we'll scope it.
What if I already have a website I like?
Two ways. At signup, choose the content-first presence — articles under your name plus identification on the site you have, same plans, no site build. Or start with Basic on our business plans — just the prospect feed on your existing site — and move up to Essential whenever you want the full branded presence.
How does billing work?
Simple monthly billing through Stripe's secure checkout. No setup fees, no contract — cancel anytime.
Is visitor identification included in every plan?
Yes. Identification and automated email drip ship with every advisor plan — never an add-on or tier upgrade.
Is the content compliance-safe?
Articles are educational, not advisory — written to be byline-ready while staying clear of SEC pitfalls around recommendations and projections.
Still have questions?
Prefer a guided tour? Our sales team will walk you through the whole platform. We answer within an hour during business hours.
No setup fees. Cancel anytime.