Priced per practice. Sized to your team.
Every plan is the whole product — every stage, every workflow. What changes is the size of practice it covers. Prices will be published at launch; a fourteen-day trial of both products is open now.
Pipeline Genius
Every prospect, every stage, one board.
Per practice, per month. Included in the fourteen-day trial.
- A Kanban board built for advisory sales cycles
- Every prospect at the stage they are actually at
- Activity logging and stage history
- Overdue and going-quiet alerts
- Conversion and value analytics
Review Genius
The full client review lifecycle.
Per practice, per month. Included in the fourteen-day trial.
- Six-step review workflow
- Reviews proposed for you, approved by you
- Tier-based preparation checklists
- Meeting notes that lock after forty-eight hours
- Family group management
Per practice, not per feature
Every plan is the whole product. You are not paying more to unlock something you already need.
Sized to your team
Solo covers one adviser and one support person. Team plans go by the number of wealth managers, with support staff included.
Less when you run both
Practices on both products pay less than they would for the two separately, on one bill.
Questions about pricing
Do I need both products?
No. Pipeline Genius and Review Genius each work on their own. Most practices start with whichever problem they actually have.
Can I add the other product later?
Yes, at any time. It is switched on straight away, and the new price starts on your next billing date. Running both costs less than the two separately.
How is the price worked out?
By the size of your practice, not by feature. A Solo plan covers one adviser and one support person. Team plans are sized by the number of wealth managers, and support staff are included.
What will it cost?
Prices will be published at launch. You will always see the price for a practice of your size before you are asked to pay anything.
Is there a free trial?
Fourteen days, with both products included and no card required.
What happens when the trial ends?
Your practice becomes read-only until you choose a plan: everything you entered is still there to view and export, but nothing can be changed. You are never charged without choosing a plan yourself.
Can I cancel at any time?
Yes. It is month to month with no lock-in. You keep full access to the end of the period you have paid for, and your records stay available to view and export after that.
Which currencies and markets do you support?
South Africa today, billed in rand. Clients holding offshore assets can be recorded in their own currency — pounds, dollars or euro — alongside your rand book.
See it against your own practice.
Fourteen days, both products, no card. Bring your real pipeline.