Simple pricing that grows with your practice
Start with the plan that fits your book today. Scale as your client list grows. No hidden fees.
Available Plans
Bronze
$120/mo
Billed monthly. Annual pricing available.
For advisors starting out or running a lean book of business.
Includes:
Full platform access
Up to 150 active clients
CRM and pipeline management
Branded client portal
Document vault
Task management
Email support
Per-client rate: $0.80/client
Silver
$350/mo
Billed monthly. Annual pricing available.
For growing practices managing a mid-size client base.
Includes:
Full platform access
Up to 500 active clients
Everything in Bronze
Email support
Per-client rate: $0.70/client
Gold (Popular)
$900/mo
Billed monthly. Annual pricing available.
For established practices with a large active client book.
Includes:
Full platform access
Up to 1,500 active clients
Everything in Silver
Priority support
Per-client rate: $0.60/client
Platinum (Enterprise)
Starting at $1,500+ /mo
For multi-advisor firms, dealer groups, and MGAs needing enterprise-grade support and customization.
Includes:
Full platform access
2,500+ active clients
Everything in Gold
Custom support & SLA package
White-label client portal
Dedicated success manager
API access and integrations
Per-client rate: Starting at $0.60/client (custom)
Add-Ons
Pay-Per-Client Add-On — $1.20/client/month
For clients beyond your plan's included limit.
Designed to keep the per-client cost consistent with your base subscription rate.
Discuss viability for tracking purposes
Onboarding Fee
Setup & Training — $3,000
Fixed setup fee. Includes up to 10 advisors.
Additional advisors: $500 per 10 advisors beyond the initial 10.
Client migration: $2,500 per 1,000 clients (minimum $2,500).
Trust Bar
Data stored in Canada
Your client data never leaves Canadian soil.
Bank-level security for every document and interaction.
256-bit encryption
14-day free trial
Full access, no credit card, cancel anytime.
Import your client list and get to work fast.
Setup in 30 minutes
Frequently Asked Questions
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Yes. Every plan starts with a 14-day free trial. No credit card required. Full access to all features from day one.
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If you exceed your plan's active client limit, additional clients are billed at $1.20/client/month. This is designed to keep your per-client cost consistent as you grow.
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An active client is any contact in your CRM with activity or a file accessed within the last 90 days. You can archive inactive clients at any time without losing their data.
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The $3,000 setup fee covers platform configuration, data migration support, and training for up to 10 advisors. Additional advisors are $500 per 10. Client migration is $2,500 per 1,000 records.
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Yes. You can upgrade or downgrade at any time. Changes take effect on your next billing cycle.
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AdvisorDesk is built for Canadian financial advisors — CIRO, FSRA, and provincial requirements. Your data is stored in Canada on Canadian servers.
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You can export all your data at any time. After cancellation, your data is retained for 90 days and then permanently deleted.
Try AdvisorDesk free for 14 days
No credit card. No commitment. Full access from day one.
