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Perfect for individual users or small families
Ideal for sophisticated wealth management
Your financial data is stored securely on your device, not on our servers.
Make smarter, data-backed decisions for your wealth.
Manage portfolios, assets, liabilities, and more in one place.
Share securely with family, trusted advisors, or stakeholders.
| Features | Free | Essential | Pro | Enterprise (SFO) | Enterprise (MFO) |
|---|---|---|---|---|---|
| Safety | |||||
| Privacy Guarantee with Master Password | |||||
| ISO 27001 and SOC | |||||
| Beneficiary | - | ||||
| Access Control | - | - | - | ||
| Market Risk Signals | - | - | - | ||
| Full Service Trust Setup for Different Countries (Inclusive Beneficiary Features) | - | - | - | ||
| Centrally Managed Plugin Installations/Authorizations | - | - | - | ||
| User Experience | |||||
| Sync across Mobile App & Desktop App with iCloud | |||||
| Sync across Mobile App & Desktop App with Dropbox | |||||
| Workspace for Portfolio | |||||
| Shared Workspace for Portfolio | - | ||||
| Automated Updates from User Accounts (Bank, Stock, Crypto) | - | ||||
| Customer Support Level | Community | 3 business days | 3 business days | 1 business days | 24/7 |
| Efficiency | |||||
| AI Capabilities (local model only & Trial) | |||||
| AI-Assisted Import of Financial Data | |||||
| AI Capabilities (cloud model) | - | ||||
| Family Office Capability to Manage on Behalf of One HNWI (Family) | - | - | - | ||
| Family Office Capability to Manage on Behalf of More Than One HNWI (Family) | - | - | - | - | |
| Cost Savings | |||||
| User-Specified Tax Rate | |||||
| Automated Tax Rate Computation for Different Countries | - | - | |||
| Governance, Compliance, Jurisdiction-Specific (SG, MY) AML & Tax Incentives | - | - | - | ||
| Revenue Opportunities | |||||
| Opportunities Plugin and Extensions | |||||
The free plan gives you access to core features such as syncing across devices, secure storage of financial data, portfolio organization, and basic AI capabilities (local model only). There are no sign-up costs involved to try these features. You can upgrade at any time to unlock more features.
The Essentials plan includes all Free features plus cloud AI capabilities, shared workspace functionality, automated account updates, and priority support with a 3-business-day response time.
Pro includes advanced features like automated tax computation and market risk signals, while Enterprise plans (SFO/MFO) add family office capabilities, full-service trust setup, and enhanced compliance features. Enterprise also includes faster support response times.
Basic AI features using local models are available in the Free plan. For advanced AI capabilities using cloud models, you'll need the Essentials plan or higher.
Yes, you can try basic AI features with the Free plan using our local model. This gives you a good sense of the AI capabilities before upgrading.
Enterprise plans include everything in Pro plus advanced features like full-service trust setup, governance & compliance for SG/MY, and family office capabilities. MFO adds multi-HNWI management and 24/7 premium support.
Yes, you can upgrade or downgrade your plan at any time. Your billing will be adjusted accordingly.
Yes, we prioritize security. Your financial data is stored securely on your device, not on our servers. We're ISO 27001 and SOC 2 certified, ensuring enterprise-grade security.
Yes, you can cancel your subscription at any time. You'll continue to have access to your plan's features until the end of your billing period.
Support response times vary by plan. Free users can access community support, while paid plans include dedicated support with response times ranging from 3 business days to 24/7 premium support for Enterprise (MFO).
Feel free to reach out to our support team or check out the community discussions for additional help.
Go to community page