Choose Your
Plan
Make decisions with confidence. Pick the toolkit that fits today—expand as your goals evolve.
Builder
Self-directed individual who wants professional-grade modelling tools to validate decisions, and use the goal hub to manage goals, surface funding gaps, and monitor progress
PLAN HIGHLIGHTS:
🏁 Modelling Suite: Scenario Simulator with more than 10 built-in scenarios
🏁 Goal Tracker: up to 10 goals and 10 accounts tracker
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⏳ Limited Time Offer
Team
Advisors who want to share client-ready analyses and dashboards without Scenario Studio branding.
FULL FEATURE ACCESS PLUS:
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Scenario Studio logo completely removed
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Clean advisor presentation mode
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Client-ready professional interface
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Neutral, branded-free environment
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Perfect for advisor-client meetings
Note: This is NOT a full White-Label Mode as it doesn't add your custom branding. It provides a clean, neutral interface perfect for professional presentations without external distractions.