Claim your spot
Only 1 Founding Spot Remaining

Become a Founding Member

Lock in from $499/mo for life. Shape the product. Get priority access to everything we build.

Confirmed Pending Available
Founding Member

Monthly

$499 /mo
Locked in forever. Cancel anytime.
  • Unlimited clients
  • Unlimited users
  • Full platform access
  • AI-powered data parsing & insights
  • AI tokens included
  • Direct roadmap influence
  • Priority support & onboarding
  • Lifetime rate - never increases
  • Early access to every feature
  • Founding member badge
Get Started $499/mo
BEST VALUE - SAVE 20%
Founding Member

Annual

$399 /mo
$4,788/yr paid up front. Save $1,200/yr.
  • Everything in Monthly, plus:
  • 20% discount - locked in for life
  • Unlimited clients
  • Unlimited users
  • Full platform access
  • AI-powered data parsing & insights
  • AI tokens included
  • Direct roadmap influence
  • Priority support & onboarding
  • Early access to every feature
Claim Your Spot $399/mo

What Founding Members Get

Locked-in pricing for life $499/mo monthly or $399/mo paid annually. Your rate never increases.
AI tokens included AI-powered data parsing and insights at no extra cost.
Shape the product Direct input on the roadmap for the first 30–90 days.
Priority support Direct line to the team. White-glove onboarding.
Early access to everything Every feature, every update - you see it first.
Founding member recognition You helped build this. We won't forget it.
30-Day Money-Back Guarantee

Not the right fit? Full refund within 30 days.

Turn Your Portal Into a Revenue Stream

Charge your clients a monthly fee for portal access. You set the price. We recommend starting at $99/month per client.

10 clients × $99/mo $990/mo
Your Advisor OS cost -$499/mo
Net profit $491/mo
25 clients × $99/mo $2,475/mo
Your Advisor OS cost -$499/mo
Net profit $1,976/mo
50 clients × $99/mo $4,950/mo
Your Advisor OS cost -$499/mo
Net profit $4,451/mo

White-label your portal with your brand. Your clients see your logo, your domain, your platform. You set the price that works for your business.

How It Works

1
Sign Up Pick your plan and create your account. Takes 2 minutes.
2
Import Your Clients Upload a CSV or add clients manually. AI populates the rest.
3
Upload Contracts Drop in PDFs - AI extracts vendor, pricing, dates, and terms automatically.
4
Go Live Invite your clients to their portal. You're operational in under an hour.