Select a package
Individual
Perfect for solo professionals
$89.99 per month
Start with 50 initial link invites
Monitor balances in real-time
Access detailed client transaction history up to a maximum of two (2) years
Instantly analyze and download bank statements
Gain insights into your customers' investments
Stay informed about their loan obligations
OR
Team
Ideal for a team of two or more
Includes everything In Individual plus
Customize and expand your team with flexible seat addition options
Enjoy an additional 20 link invites for every new team member you add
Streamline team management and access valuable client information effortlessly