For agencies
Flexible Seats. Clear Invites. Controlled Access.
One subscription architecture that supports how agencies actually onboard advisors—whether individuals pay or the house buys seats.
Member-pays vs agency-pays
Each agency has a single agency subscription record that carries a payment model: advisors can maintain their own plans, or the agency can centralize billing—so you match how finance and HR already work.
Agencies can also set a recommended plan as guidance without hard-blocking advisors who need flexibility.
Seats & invitations
When the agency sponsors seats, invitations can tie to reserved subscription seats—so you’re not guessing who consumed which license. Pending invites and seat reservations can expire on a policy-driven timeline, keeping provisioning honest.
Join requests
Not everyone arrives through an invite. Users can submit a join request to an agency, creating a reviewable queue for owners and admins— perfect for referrals and recruiting.
Plans & pricing tiers
Commercial plans bundle features; pricing tiers express seat bands and monthly vs annual prices—so growth in headcount maps cleanly to checkout without custom quotes for every step.
View live pricingEquip your advisors with the same command center
CRM, bookings, commissions, and growth tools in one product stack.