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Compare every plan

Every module in the platform, mapped to the exact tier that unlocks it. Green = Pro-and-up, blue = Starter-and-up, gold = Elite only.

Module
Free
Free
Starter
$39/mo
Pro
$89/mo
Elite
$229/mo
Foundation
Financial Assessment
Multi-step profile intake
OPM Score™
Borrowing power & capital readiness
Strategy Library (browse)
300+ tax, capital, estate plays
Advisor Chat
Site-wide advisor (Free: 3/mo, Starter: 50/mo, Pro+: unlimited)
Dashboard
KPI cards + Next 3 Moves
Borrowing Power
DTI, LTV, DSCR readiness
Credit Builder
Personal + corporate leverage roadmap
Tax Timeline
Interactive filing & deadline calendar
Analysis & Modeling
Portfolio
Assets, liabilities, net worth tracking
Scenario Simulator
Compare strategy impacts side-by-side
Time Machine
Retrospective wealth modeling
Blindspot Radar
Detect financial leakage
Hidden Assets
Uncover overlooked value
Gov Money
Grants & credits discovery
Strategy Deep-Dives
Full advisory citations & implementation memos
Wealth Plan
One-click full capital strategy
Audit Trail
IRC citation logs, audit-ready
Velocity Tracker
Capital deployment cadence
Deal Flow & Capital
Opportunity Hunter
Advisor-sourced deals by market & fit
Deal Inbox
Centralized deal triage
Lender Match
Advisor-paired lenders by profile
Lender Readiness
Pre-submission underwriting check
Capital Match
Equity & debt sourcing
Geo Intel
Market yield & migration analysis
Business & Documents
Document Intelligence
1040, K-1, statement OCR & parsing
Mobile Capture
Snap docs from phone
CPA Brief
Auto-generated advisor packet
Business Gen
Pitch deck & entity structuring
Exit Optimizer
QSBS, §1202, installment planning
Tax Scan
Return review for missed strategies
Family Office (Elite)
Family Office Board
5-expert persona debates
Deal War Room
Side-by-side underwriting
Capital Marketplace
Deal packaging & syndication
Generational Wealth
Multi-decade dynasty planning
Legacy & Estate Vault
SLAT, IDGT, CRT structuring
Choose a planBrowse all strategies
OPM