Pricing

• Net worth monitoring
• Detailed performance tracking
• Dashboard for your investments
• Financial planning tool
• In-app advisory and services

• Access for family members and advisors
• Wealth report emails
• Tax filing support

We're building Affluent to make your client experience the best it can be.

Soon, you'll be able to access your clients' spaces on Affluent and create spaces for them.

Try the platform as an individual and reach out to us if you'd like to discuss advisor-specific pricing.