Synseus Pricing — Complete Summary

Pricing Tiers

Free (No Account Required)

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

14-Day Free Trial

• The Growth plan, and only the Growth plan
• One user
• No credit card required
• Every module and every working tool

Growth — $199/mo or $1,990/yr (one user)

• All 10 modules
• All working Precision Tools (tools still in development are labelled and not counted)
• AI Coach
• Peer benchmarking
• Evidence of Value PDF generation
• Full attribution analytics

Architect — $499/mo flat or $4,990/yr (up to 5 users)

• Everything in Growth
• Up to 5 users linked under one firm, with shared data

Enterprise — contact us

• Everything in Growth
• For firms needing more than 5 users
• Firm dashboard for OSJ/aggregator networks
• Role-based access control (FIRM_ADMIN, ADVISOR, READ_ONLY)

CRM Connections

Coming soon. Synseus is built to write action plan items and sprint tasks back to Wealthbox

and Redtail, and the connection cannot be started yet on any plan.

Free Trial URL

https://synseus.com/auth/register