Synseus Pricing — Complete Summary

Pricing Tiers

Free (No Account Required)

• SEC/IAPD firm audit tool
• Practice valuation calculator
• Advisor archetype assessment
• Platform demo

14-Day Free Trial

• Full Growth tier access
• No credit card required
• All 75+ tools and 10 modules

Core — $49/seat/mo

• Modules 1–5
• 10+ Precision Tools
• Core practice diagnostics
• Basic analytics

Growth — $199/seat/mo

• All 10 modules
• All 75+ Precision Tools
• AI Coach
• CRM integrations (Wealthbox, Redtail)
• Bi-directional CRM write-back
• Peer benchmarking
• Evidence of Value PDF generation
• Full attribution analytics

Architect — $499/mo flat (up to 5 seats)

• Everything in Growth
• Up to 5 advisor seats
• API access
• White-label options

Enterprise — Custom pricing

• Unlimited seats
• Firm dashboard for OSJ/aggregator networks
• Role-based access control (FIRM_ADMIN, ADVISOR, READ_ONLY)
• Ollama on-premises deployment option
• SLA and dedicated support
• Activation within 24 hours

Key Upgrade Trigger

The primary reason Core users upgrade to Growth:

Bi-directional CRM write-back — Synseus action plan items and sprint tasks sync automatically to Wealthbox or Redtail CRM workflow.

Free Trial URL

https://synseus.com/auth/register