Plans for every role
Clients unlock planning modules. Agents choose their client capacity. Two separate ladders, one workspace.
สำหรับลูกค้า · For Clients
Access the planning tools that fit your goals.
Your feature access is governed by your own plan, independent of any linked advisor.
Free
Start planning your financial picture.
฿0/month
- Personal financial profile
- Foundation — income, expenses & assets
- Retirement & investment projection
- Suitability risk assessment
Pro
The full planning picture, goals and all.
฿290/month
Billed annually: ฿2,784/year
- Everything in Free
- Goals — layered life-goal records
- Protection — family insurance planning
- Medical expense coverage planning
- Priority email support
สำหรับตัวแทน · For Agents
Every tier includes all planning modules.
The tier sets the client cap — that is the only difference. Pick the capacity that fits your practice today and upgrade anytime.
14-day free trial
Agent-3
Up to 3 clients
฿590/mo
- Full Foundation module
- Retirement & investment planning
- Goals & protection planning
- Pipeline & stage management
- Client invite links
- Connection requests from clients
Agent-5
Up to 5 clients
฿990/mo
- Full Foundation module
- Retirement & investment planning
- Goals & protection planning
- Pipeline & stage management
- Client invite links
- Connection requests from clients
Most popular
Agent-12
Up to 12 clients
฿1,990/mo
- Full Foundation module
- Retirement & investment planning
- Goals & protection planning
- Pipeline & stage management
- Client invite links
- Connection requests from clients
Agent-24
Up to 24 clients
฿3,490/mo
- Full Foundation module
- Retirement & investment planning
- Goals & protection planning
- Pipeline & stage management
- Client invite links
- Connection requests from clients
Upgrade or cancel anytime. Existing clients are never removed on downgrade; you keep read access to all records.