One plan. Half price for the founders.

Every practice starts with 30 days free — no card required. Practices that join while the founding cohort is open keep 50% off for as long as they stay subscribed.

Founding — 50% off for life Founding practice
$74.50 /month
$149/month standard
  • Unlimited requests and clients
  • 20-fund authority library, growing on request
  • Fund-specific authority PDFs
  • SLA clocks + automatic overdue chasing
  • Citation-checked follow-up & complaint letters
  • Priority say in which funds we cover next
Start free 30-day trial

AUD · cancel anytime · price locked while subscribed

Standard
$149 /month
after the founding cohort closes
  • Everything in founding
  • Same product, full price
  • No lifetime discount
Opens when the cohort fills

Joining early is the whole trick

Billing questions

When am I charged?

Never during your 30-day trial. Subscribe from the billing page inside the app whenever you're ready — checkout runs through Stripe, and your founding price is locked from that moment.

Can I cancel?

Anytime, in two clicks, from the billing page. No contracts, no exit calls. If you cancel and come back after the founding cohort closes, the standard price applies.

What counts as a practice?

One subscription covers your practice — clients and requests are unlimited. Multi-adviser team seats are on the roadmap; founding practices get them at no extra cost when they land.

Where does my data live?

In Australia (Sydney region), isolated per practice. Details on the security page.