Choose Your Plan
Start with compliant outreach today. All plans include a 14-day free trial.
Starter
For individual advisors getting started with compliant outreach
$99/month
- Up to 500 prospects
- 1,000 AI-generated emails/month
- Basic compliance checking
- Email templates
- 1 user seat
Most Popular
Professional
For growing RIA firms with compliance teams
$299/month
- Up to 5,000 prospects
- 10,000 AI-generated emails/month
- Advanced compliance with SHIELD
- Gmail integration
- Custom compliance rules
- 5 user seats
- Audit trail & reporting
Enterprise
For large firms requiring full compliance infrastructure
$999/month
- Unlimited prospects
- Unlimited AI-generated emails
- Full SCOUT, BEACON, SHIELD suite
- Multi-firm management
- Custom AI model configuration
- Unlimited user seats
- Dedicated compliance officer tools
- API access
- Priority support
Questions? Contact our sales team