Spend calculator

What are you actually paying for?

Here is what you already pay, itemized like a label, with every estimate open to correction.

Every starting number below is a monthly estimate. Replace any line with the amount on your own invoice.

CRM$90

E-signature$25

Workflow and task management$35

Financial planning$120

Portfolio accounting$350

Performance reporting$250

Data aggregation$90

Meeting notes$60

Marketing and email$120

Document management$45

Compliance archiving$175

Your itemized total

$1,360 / month

$16,320 / year

Compared with the Practice starting price of $899 a month, that is 1.5×. Price alone does not choose your plan; the work your practice needs does.

That’s the number. Let’s talk about what it buys you.