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Wealth Agent (For Solo Agents)
$
40 /mo (billed monthly)
$
30 /mo (billed annually)
Early access pricing — full version normally $150/mo
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For Teams or Brokerage
$
35 /mo (billed monthly)
$
26 /mo (billed annually)
Unlock this pricing when 2+ agents join
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Investor Lab Access
$20

per month

(Add-On for Local Agents)

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Bring clients to a modern investor HQ, create pro-level videos, book private strategy rooms, and sharpen your wealth-advisor skills — all in one place.
 

 

Premium Workspace Access
Media Studio + Teleprompter
Conference Room Booking
Workstations + Investor Coaching
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