Pricing
Two plans, per advisor, billed monthly. No setup fees and no long-term contract — start with a free trial and upgrade whenever you're ready.
Everything a solo advisor needs to organize clients and run a tidy, compliant practice.
per advisor · billed monthly
Start free trialThe full platform — advanced planning, complete communications capture, and mobile for growing firms.
per advisor · billed monthly
Start free trialPrices are in USD per advisor, per month. Connecting third-party services such as Microsoft 365 or RingCentral may require your own subscription with those providers.
Compare plans
| Feature | Basic · $99/mo | Ultimate · $199/mo |
|---|---|---|
| Contacts & households | Unlimited | Unlimited |
| Household rollup & document vault | ✓ | ✓ |
| Unified interaction feed | ✓ | ✓ |
| Pipeline, tasks & templates | ✓ | ✓ |
| Microsoft 365 email & calendar sync | ✓ | ✓ |
| KYC profiles & compliance attestations | ✓ | ✓ |
| Net worth & financial profile | Basic | Advanced |
| Retirement decision engine | — | ✓ |
| Tax planning & Social Security modeling | — | ✓ |
| Client review packets | — | ✓ |
| Phone, SMS & voicemail capture (RingCentral) | — | ✓ |
| Automated lead capture | — | ✓ |
| Native iPad app | — | ✓ |
| Multi-advisor firm administration | — | ✓ |
| Passkey sign-in & encrypted data | ✓ | ✓ |
| Support | Standard | Priority |
Questions
Yes. Every plan starts with a free trial so you can bring in real clients and explore the platform before you pay. No credit card is required to begin.
Pricing is charged per advisor seat, per month. Add seats as your firm grows and remove them anytime — billing adjusts accordingly.
Absolutely. Upgrade to Ultimate whenever you need advanced planning, communications capture, or the iPad app, and your data carries over instantly.
Some integrations rely on services you already use — for example, Microsoft 365 or RingCentral. You'll connect your existing accounts; those providers' own subscription fees are separate from UltimateCRM.
Yes. Client data is encrypted, and passwordless passkey sign-in is available on every plan to keep your firm protected.
Pick a plan when you're ready — there's no commitment to get started.