Pricing
Simple, transparent pricing.
Pick the plan that fits your firm today. Scale as you grow — no surprises, no per-module bundling games.
Starter
For solo advisors and small teams getting organized.
$49/user /month
billed annually
- Client management (up to 100 clients)
- 5 workflow templates
- Document management
- Form designer (10 field types)
- Task management
- Email notifications
- Standard support
Most Popular
Professional
For growing firms that need the full platform.
$79/user /month
billed annually
- Everything in Starter, plus —
- Unlimited clients and households
- Unlimited workflow templates
- Full 13-state workflow engine
- All 24+ form field types
- KYC onboarding with face liveness
- Public forms + lead routing
- Multi-level review workflows
- Nylas email & calendar sync
- Branded client portal
- Priority support
Enterprise
For large firms with advanced needs.
Custom
Talk to sales for a quote
- Everything in Professional, plus —
- Dedicated account manager
- Custom integrations & API access
- Advanced audit reports
- SSO / SAML
- White-glove migration
- SLA guarantee
- Quarterly business reviews
Compare
Compare plans in detail
| Feature | Starter | ProfessionalMost Popular | Enterprise |
|---|---|---|---|
| Client Management | |||
| Households and contacts | Up to 100 | Unlimited | Unlimited |
| Custom fields | 10 | Unlimited | Unlimited |
| Activity timeline | |||
| Bulk operations (tag, assign, trigger) | |||
| CSV import with field mapping | |||
| Workflows | |||
| Workflow templates | 5 | Unlimited | Unlimited |
| 13-state workflow engine | Core states | Full | Full |
| Multi-level review | |||
| Co-applicant support | |||
| SLA tracking and notifications | |||
| Documents & Forms | |||
| Form field types | 10 | 24+ | 24+ & custom |
| Public forms (lead capture) | |||
| Digital signatures | |||
| Document versioning | |||
| Document templates & packages | |||
| Client Onboarding | |||
| Multi-step onboarding | |||
| OTP + ID + face liveness KYC | |||
| Branded client portal | |||
| Custom portal domain | Subdomain | Full custom | |
| Integrations | |||
| Google Workspace / Microsoft 365 SSO | |||
| Nylas email & calendar sync | |||
| Stripe billing | |||
| REST API & webhooks | Read-only | Full | |
| Security & Compliance | |||
| Role-based permissions | Standard | Granular | Record-level |
| Audit trail | 30 days | Full history | Full + export |
| SSO / SAML | |||
| SLA guarantee | 99.95% | ||
| Support | |||
| Support channel | Priority chat + email | Dedicated + phone | |
| Experivise Academy | |||
| Success manager | Shared | Dedicated | |
| Quarterly business reviews | |||
FAQ
Frequently asked questions
What counts as a user?
Any team member who logs into Experivise — advisors, operations, compliance, executives. Client portal users don't count toward your seat total.
Can I switch plans later?
Yes. You can upgrade or downgrade at any time. Upgrades take effect immediately; downgrades take effect at the start of your next billing period.
Is there a free trial?
We offer a personalized demo for every firm and a tailored trial for qualified teams. We find that a scoped trial with your own data outperforms a generic free tier for this category of software.
What's included in migration?
Professional and Enterprise plans include data migration from Redtail, Wealthbox, Salesforce, or a CSV — with field mapping, custom field preservation, and a dry-run reconciliation report. Enterprise adds white-glove migration handled by our team end to end.
Do you offer volume discounts?
Yes, for firms with 15+ users. Talk to sales and we'll put together a quote that scales with your team.
What payment methods do you accept?
Credit cards for monthly plans; credit card, ACH, or wire for annual plans. Enterprise contracts are invoiced with net-30 terms by default.
Not sure which plan is right?
A 20-minute call with a wealth-tech specialist — we'll ask about your team and recommend a plan (and say so if none of them fit).