Always free for advisers.
Big or small. AI Practice Management with no per-seat fees, no trial periods, and no feature gates.
AI Practice Management
FreeEverything you need to run your firm — meetings, CRM, documents, portfolios, and 65+ AI tools.
Custody & Execution
Coming SoonTrade, rebalance, and custody — all in one place. With instant account opening.
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Practice Management
Run your firm from a single platform.
AI
AI that works across your entire client book.
Meetings
Capture every conversation without a bot.
Portfolio & Market Data
One view across every custodian.
Integrations
Connect the tools you already use.
Security & Compliance
Built for regulated environments.
Platforms
Work from anywhere.
Custody & Execution
Coming soonTrade, rebalance, and custody in one place.
Frequently asked questions
FAQ
No. AI Practice Management is genuinely free. No per-seat fees, no trial periods, and no feature gates. Custody & Execution will be a separate paid product when it launches, but there is no obligation to use it.
AI Practice Management will remain free. Custody & Execution will be a paid product when it launches.
No. Add as many team members and clients as you need. There are no seat-based charges or client caps.
You'll have the option to migrate client portfolios onto the platform, but there is no requirement to do so. Practice Management stays free regardless of whether you adopt custody.
No. Sign up and start using AI Practice Management immediately. No credit card required.
Web, Desktop (Windows and Mac), and Mobile (iOS and Android). All included free. The mobile app supports meeting recording for both phone calls and in-person meetings.
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