Subscription access
Start the free Trial immediately with no payment details. Paid subscriptions are reviewed and activated manually until online payment verification is connected.
Free trials activate immediately. Paid plans are submitted for verification.
Trial users receive workspace access by email; paid users receive it after approval.
Tenant logs in, captures investor profiles, generates reports and tracks records inside their workspace.
Available plans
Recommended annual plan for growing advisory teams that need higher report volume and team workflows.
Short evaluation access for a new advisory business to test client capture, branded reports, and email delivery before purchase.
Monthly plan for individual advisors who want to start small without an annual commitment.
Entry annual plan for solo advisors or small practices ready to use WealthMap regularly.
Top annual plan for established teams that need unlimited client records, unlimited report generation, and priority support.