Early access
Simple pricing for early access.
Start with a 14-day free trial — no card needed. Cancel anytime.
Early Access Individual
$9.99/ month CAD
Billed $119.88 / year
- One advisor account
- Run client meetings from one screen
- Access the Cockpit meeting workflow
- Document and compliance workflow access
- Secure advisor dashboard
- Early access pricing
Card required · then $9.99/mo · cancel anytime
Early access pricing may change for future users.