Pricing

Pricing
  • Our truly integrated platform replaces multiple disparate systems. This saves you money on subscriptions, reduces training time, and ends the headache of managing separate tools.
  • Offer unique value with our exclusive legacy and asset protection planning tools. These features empower you to facilitate crucial family conversations, solidifying your role as their most trusted advisor for generations to come.
  • Communicate securely, share documents with bank-level encryption, and manage client permissions all within one place. Replace separate subscriptions for secure portals and chat, enhancing both your firm's efficiency and security posture.
  • Invest in a platform committed to continuous innovation. As a partner, you gain insight into our development roadmap and can be confident you're building your practice on a foundation designed for the future of financial advice.
  • For a limited time, early adopters can join our Founders Club. Help shape the future of our platform, receive lifetime discounts, and enjoy exclusive member-only perks. This is your chance to build the tool you've always wanted.
  • See the power of Asset Planet for yourself with a 21-day, no-obligation free trial. No credit card is required to get started.

Professional 21-Day Free Trial

Professional
**NORMALLY $149.95 / MONTH**
Personal finance software that offers goal planning, budgeting tools, and investment tracking using an incredibly comprehensive, organized, and cloud-based format.
Comprehensive Professional Platform: Manage your entire client base and practice operations within a single, integrated system.
Seamless Client Onboarding & Collaboration: Easily add and manage unlimited clients. Provide each client with their own full-access account, fostering collaboration and transparency.
Advanced Client Goal Planning & Forecasting: Utilize powerful tools to model complex financial scenarios for your clients.
Intuitive Professional Workflow: Streamline your advisory process with a linear layout and comprehensive dashboard for all client data (goals, assets, liabilities, etc.).
Integrated Bank Connections: Optional bank linking for streamlined data aggregation across all client accounts (limited to one Refresh per day, per client)
Uncompromising Data Privacy & Security: Protect all client data with 2FA, advanced encryption, and strict privacy policies; your client's information is never sold.
Google Services Integration: Sync with Google Calendar, Contacts, and Notes for enhanced practice management and client scheduling.
Customizable & Branded Client Reports: Generate professional, white-labeled reports that showcase your firm's brand and simplify complex financial data for clients. COMING SOON
NORMALLY $149.95 / MONTH
$99.95
/month, after trial
Start Your Professional Free Trial

Consumer 21-Day Free Trial

Consumer
**NORMALLY $19.95 / MONTH**
Personal finance software that offers goal planning, budgeting tools, and investment tracking using an incredibly comprehensive, organized, and cloud-based format.
Comprehensive Financial Hub: Organize all your finances in one place – assets, liabilities, income, budget, and more.
Intuitive Goal Planning: Plan and track progress towards your financial goals, like retirement, debt freedom, and major purchases.
Robust Forecasting: See how different decisions impact your financial future with powerful calculation tools.
Budgeting & Cash Flow Management: Gain clear insights into your spending and optimize your cash flow.
Investment Tracking: Monitor your investments and track performance over time.
Bank Connection (Optional): Link your accounts for automatic data import (may incur extra charge).
High-Level Security: Benefit from 2FA authentication, advanced encryption, and strict data privacy (your data is never sold).
Unlimited Trusted Connections: Securely share view-only access with a spouse, family member, or trusted advisor (e.g., your CPA).
Google Services Integration: Sync with Google Calendar, Contacts, and Notes for personal organization.
NORMALLY $19.95 / MONTH
$9.95
/month, after trial
Start Your Personal Free Trial