Simple, Transparent Pricing
Invest in better client relationships. No hidden fees, no setup costs.
Individual
For independent advisors ready to upgrade their client experience.
- check_circle Unlimited visual reports
- check_circle Full widgets library
- check_circle High-res PDF export
- check_circle Secure local storage
- check_circle Email support
14-day free trial. No credit card required.
Team
For firms with 3+ advisors who want consistent branding.
- check_circle Everything in Individual
- check_circle Shared team templates
- check_circle Centralized billing
- check_circle Team admin dashboard
- check_circle Priority support
14-day free trial. No credit card required.
Enterprise
For large RIAs and broker-dealers needing scale & compliance.
- check_circle Everything in Team
- check_circle SSO & Custom security
- check_circle Compliance archiving
- check_circle Custom widget development
- check_circle Dedicated account manager
14-day free trial. No credit card required.
Common Questions
Is there a setup fee?
No. You can start your free trial immediately without paying anything. If you decide to upgrade later, you'll only pay the subscription price.
Do I need to install anything?
No. AdvisorVisuals runs entirely in your browser. However, for security, all your client data is processed and stored locally on your device, not on our servers.
Can I export to my compliance software?
We provide high-resolution PDF exports that you can easily upload to any compliance archiving system you use (e.g., Smarsh, Global Relay).
What happens if I cancel?
You can cancel anytime. You will retain access until the end of your billing period. We recommend exporting all your reports as PDFs before your account closes.