Plans
Solo: one advisor with households, KYC, portfolios, plans, reports and the client portal. Team: up to 10 seats, associates, your branding, review dashboards. Firm: any number of seats, compliance roles and supervisor queues, firm templates.
Seats
Owners, admins, advisors, associates and compliance members take a seat; read-only members and clients are free. After adding people, use Update seats to current members in Billing; changes are prorated.
If a plan ends
When a trial or subscription ends, your firm can still read everything, export its data and choose a plan, but can't make changes until it does.