Our Plans. Three passbooks, one fair price per advisor.
Start with a free 30-day trial for one advisor. No card, no setup fee. Pay only for the advisors who use it.
Savings
For the individual agent, POSP or MFD.
- 1 advisor, up to 500 clients
- Client Book with family grouping
- Renewal Radar with 30-day warning
- Policy Vault, 10 GB
- Reminders in Indian languages
- Excel and CSV import
- Email support
Current
For growing practices and small teams.
- Up to 10 advisors, unlimited clients
- Everything in Savings
- Portfolio View from statements
- AI Client Assistant
- Lead Garden with referrals
- Compliance Log and audit export
- Support staff roles
- Policy Vault, 50 GB per advisor
Corporate
For broker and distributor firms.
- Unlimited advisors, minimum 10 seats
- Everything in Current
- Branch and region reports
- Custom roles and permissions
- API access and data export
- Single sign-on
- Dedicated onboarding manager
- Priority support
Compare the passbooks.
| Feature | Savings | Current | Corporate |
|---|---|---|---|
| Clients and families | |||
| Advisors | 1 | Up to 10 | Unlimited |
| Clients | Up to 500 | Unlimited | Unlimited |
| Family grouping and nominees | |||
| Excel and CSV import | |||
| Renewals and documents | |||
| Renewal Radar, 30 days ahead | |||
| Bounced SIP and failed premium tracking | |||
| Policy Vault storage | 10 GB | 50 GB / advisor | Custom |
| Portfolio View | |||
| AI and growth | |||
| AI Client Assistant | |||
| Lead Garden | |||
| Control and compliance | |||
| Compliance Log and audit export | |||
| Support staff roles | |||
| Branch reports, custom roles, SSO | |||
| API access | |||
The fine print, in plain words.
Your passbook stays exactly as you left it. Choose a plan to continue. If you do not, your account is paused and your data is kept safe for 60 days so you can export it.
No. The trial is free for one advisor for 30 days and no payment details are asked for at signup.
Yes. Move between Savings, Current and Corporate at any time. Upgrades apply immediately and the difference is charged pro rata.
On Current and Corporate plans, support staff seats with restricted roles are included at no extra cost, up to one per advisor.
Prices are shown in US dollars. Invoices for Indian firms can be raised in rupees at the prevailing rate, with applicable GST.