Pricing & access
We are not publishing a public rate card while we onboard early firms.
AdvisorPilot is priced for the value of running repeatable, reviewable client work: intake through documentation, with your firm retaining full control of advice and client communications. If you are evaluating fit for a solo practice, an ensemble, or a broader rollout, the next step is a short conversation, not a generic SKU.
What we align on before quoting
- Number of seats, intake volume, and how reviews currently move through your stack.
- Support expectations, onboarding timing, and any supervisory or documentation standards we should respect.
- Pilot versus production terms so billing matches how your firm actually adopts software.
Messages open to hello@advisorpilot.com. Set NEXT_PUBLIC_CONTACT_EMAIL in .env.localto use your firm's inbox.
Product walkthrough: Demo. Returning user: Advisor login.