Free
Great for first-time explorers
- Basic Calculator access
- Read access to Forum
- Save scenarios in Dashboard
Individual
Ideal for solo planners & early retirees
- All of Free, plus:
- Advanced Calculators
- Couples Scenario Analysis
- Calculator Filters
- How-to Guides
- AI Agent
Pro
Best for financial advisers or power users
- Everything in Individual Tier, plus:
- Increased Calculator Use
- Enhanced AI Agent Use
- Report Exports
- Client Segmentation
- Temporary Client Subscriptions
- Priority Support
- Beta Feature Access
Enterprise
Designed for firms & institutions
- Everything in Pro, plus:
- API Access
- SSO & White-Labelling
- Volume Discounts
- Priority Development & SLA
- Company-wide licensing