Claim your spot
Only 2 Founding Spots Remaining

Become a Founding Member

Lock in from $500/mo for life. Shape the product. Get priority access to everything we build.

Confirmed Available
Founding Member

Monthly

$600 /mo
Plus $950 one-time setup fee. 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 $600/mo
BEST VALUE - NO SETUP FEE
Founding Member

Annual

$500 /mo
$6,000/yr paid up front. No setup fee. Save $1,200/yr.
  • Everything in Monthly, plus:
  • $100/mo discount - locked in for life
  • $950 setup fee waived
  • 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 $500/mo

What Founding Members Get

Locked-in pricing for life $600/mo monthly or $500/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 -$500/mo
Net profit $490/mo
25 clients × $99/mo $2,475/mo
Your Advisor OS cost -$500/mo
Net profit $1,975/mo
50 clients × $99/mo $4,950/mo
Your Advisor OS cost -$500/mo
Net profit $4,450/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.