Pricing

One plan. Everything included.

No tiers, no per-feature upsells. Prices in Canadian dollars; applicable GST/HST/QST added at checkout.

Monthly

$75 / user / month

Annual

$750 / user / year

12 months for the price of 10

• Unlimited households and records
• Compliance dashboard and full audit trail
• Onboarding engine and form factory
• Book-acquisition module
• Your branding across app and email
• Support from a real person, 9–5 Mountain

One-time setup

$1,500

Done-for-you onboarding — not a self-serve wizard.

—Your own isolated CRM instance, branded to your firm
—Full data migration — spreadsheets, Redtail, Wealthbox, or Maximizer
—Workflow and intake-form configuration with a real person
—Your team invited, trained, and ready on day one

Comparing options? Our $75 CAD is about $55 USD — below Wealthbox's entry tier, for a dedicated white-label instance. See the full comparison vs. Redtail, Wealthbox & Salesforce →

Common questions

Are taxes included?: No — GST, HST, or QST is added at checkout based on your province, and shown before you pay.
Is there a contract?: Monthly plans are month to month. The annual option bills once a year at the price of ten months.
What happens to our data if we leave?: It's yours. You get a full export window after cancellation, and your instance's data is permanently deleted after it closes.
When do we pay?: Up front. You enter your firm's details, then pay your one-time setup fee and first month at checkout to reserve your onboarding. After payment, we reach out within one business day to run it.
Is the setup fee refundable?: The setup fee and first month are non-refundable — paying is your commitment to onboard, and it covers the provisioning and concierge work that starts right away. If something genuinely goes wrong, reach out and we'll look at it case by case.

Ready to onboard? Get started now — your setup fee and first month are due at checkout and are non-refundable. Have questions first? Ask us — no call required before you buy.

Get started