Pricing
One simple plan for wherever you fit. Final pricing is still being set.
Free for everyone during the beta. These plans take effect when Wealth Architect leaves beta.
Basic
For mapping your own position.
$**.**per month
Sign up free- The visual canvas
- All six tile families
- Typed connections
- Fact-based reports
- The Wizard
- CSV import for bank & shares
- Up to 2 what-if scenarios
- Interactive product tour
- In-context help
Most Popular
Advanced
For households and power users with trusts, companies and shared assets.
$**.**per month
Sign up free- Everything in Basic
- Multiple canvases
- Up to 5 what-if scenarios
- Estate & liability dossiers
- Automated bank reconciliation
- Document scanning (statements, deeds, policies)
- Historical dossiers (as-of any past date)
- Priority email support
Professional
For accountants and financial advisers.
$**.**per month
Sign up free- Everything in Advanced
- Accountant & adviser dashboard
- A separate canvas per client
- Up to 10 what-if scenarios per client
- Client list with quick status
- Archival-quality PDF exports
- Branded reports (your firm's logo)
- Audit trail
- Priority support