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The Platform Your Clients Deserve
Branded client portals, financial planning tools, and AI-powered insights.
30-day free trial · cancel anytime
Simple, transparent pricing
One flat price per advisor. Unlimited clients. No surprises.
Trial
Free30 days free
Get your full practice portal live today — completely free for 30 days.
- Your own branded client portal
- Unlimited clients
- Full financial planning engine
- White-label your firm name & logo
- AI-powered financial advisor for clients
- Client scenario builder
- Plaid account linking
- 1 advisor seat
Pro
$150per advisor / month
Everything your practice needs to run a modern, client-first advisory firm.
- Everything in Trial
- Unlimited clients — no caps, ever
- Full white-label branding
- Add advisor seats as your team grows
- Team management & permissions
- Activity log & client pipeline view
- Priority onboarding support
- Email & chat support
Enterprise
Custom
For larger firms and broker-dealers that need custom scale and integrations.
- Everything in Pro
- Custom domain for your portal
- Unlimited advisor seats
- Dedicated account management
- CRM & API integrations
- Custom data & reporting
- SLA & compliance support
Everything you get
Every advisor on Fiscor gets the same powerful platform — no hidden tiers, no feature gates.
TrialFree
Pro$150
Enterprise
- ClientsNumber of clients you can add to your portalTrialUnlimitedProUnlimitedEnterpriseUnlimited
- Advisor seatsTeam members who can manage clients and plansTrial1ProAdd as you growEnterpriseUnlimited
- White-label brandingApply your firm name, logo, and brand colorsTrialProEnterprise
- Full planning engineRetirement, goals, net worth, scenarios — the complete workspaceTrialProEnterprise
- AI financial advisorAI-powered guidance inside every client portalTrialProEnterprise
- Client scenario builderLet clients model decisions and what-if pathsTrialProEnterprise
- Plaid account linkingSecure, read-only bank connections for fresher plansTrialProEnterprise
- Activity logSee client actions and plan updates in real timeTrialProEnterprise
- Team managementInvite and manage additional advisors on your accountTrialProEnterprise
- Custom domainServe your portal from your own domainTrialProEnterprise
- Dedicated account managementA dedicated partner for rollout and ongoing successTrialProEnterprise
| Feature | TrialFree 30 days free | Pro$150 per advisor / month | EnterpriseCustom |
|---|---|---|---|
ClientsNumber of clients you can add to your portal | Unlimited | Unlimited | Unlimited |
Advisor seatsTeam members who can manage clients and plans | 1 | Add as you grow | Unlimited |
White-label brandingApply your firm name, logo, and brand colors | |||
Full planning engineRetirement, goals, net worth, scenarios — the complete workspace | |||
AI financial advisorAI-powered guidance inside every client portal | |||
Client scenario builderLet clients model decisions and what-if paths | |||
Plaid account linkingSecure, read-only bank connections for fresher plans | |||
Activity logSee client actions and plan updates in real time | |||
Team managementInvite and manage additional advisors on your account | |||
Custom domainServe your portal from your own domain | |||
Dedicated account managementA dedicated partner for rollout and ongoing success |
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