Choose the plan that fits your growth stage
Start with core intelligence. Scale to full platform access when you're ready.
Core
per seat, billed monthly
Core modules and tools to baseline your practice and identify quick wins.
- Modules 1–5 unlocked
- 25 precision tools
- Practice baseline assessment
- Revenue diagnostics suite
- Quick wins identification
Surface up to 5 hidden revenue opportunities in your practice, ranked by estimated dollar impact. Run standalone tools against your real practice data from day one — no module completion required.
14-day free trial · No credit card required
Growth
per seat, billed monthly
Full platform access — every module, every tool, AI intelligence, and CRM integrations.
- All 10 modules unlocked
- 165 precision tools
- AI Coach + Archetype Intelligence
- CRM integrations (Wealthbox, Redtail)
- Evidence of Value PDF export
- 100-Day Sprint Framework
The full opportunity engine detects 10+ signal types across your book, weighted by your advisor archetype. Your action items sync back to Wealthbox or Redtail automatically. The platform that proves its own ROI.
14-day free trial · No credit card required
Architect
per seat, billed monthly
Everything in Growth plus team seats, API access, and white-label options.
- Everything in Growth
- Up to 10 team seats
- API access
- White-label branding
- Priority support + Beta access
Adds Practice Acquisition and Succession Intelligence — the only advisor platform with a live deal marketplace, dynamic valuation calculator, and virtual due diligence room. Built for advisors engineering enterprise value.
14-day free trial · No credit card required
Enterprise
Custom pricing, dedicated support, unlimited seats, and tailored onboarding.
- Everything in Architect
- Unlimited team seats
- Firm-level aggregate dashboard
- Role-based access control
- Dedicated support & SLA
- Custom onboarding
A firm-level Command Center shows aggregate opportunity value across every advisor's book. Role-based access for principals, advisors, and compliance. One intelligence layer for the whole firm.
What's inside
165+ Precision Tools — a sample
Every tool runs standalone. Enter your data once — it flows to all of them.
Monte Carlo Revenue Forecast
Revenue & ForecastingRun 1,000+ simulations across optimistic, base, and conservative assumptions.
Client Lifetime Value Analyzer
Revenue & ForecastingDeep analysis of client segment value, retention priorities, and revenue impact.
Fee Elasticity Analyzer
Pricing & FeesModel how a fee increase or restructure impacts client retention probability.
Practice Valuation Calculator
Practice AcquisitionCalculates practice value using revenue multiple, EBITDA multiple, and DCF methods.
Deal Flow Simulator
Sales & PipelineMonte Carlo simulation of your sales pipeline with 12-month revenue variance.
Concentration Risk Dashboard
Revenue & ForecastingReal-time dashboard showing client concentration risks and diversification opportunities.
Unconventional Growth Strategies
Revenue & ForecastingBrowse 50 contrarian growth tactics that separate top performers from average advisors.
Sprint Planning Wizard
Sprint & ExecutionStep-by-step wizard that sets up your 100-day sprint with AI-ranked quick wins.
Succession Readiness Analysis
Succession & ExitComprehensive AI assessment of your succession planning readiness across 8 dimensions.
Included in Growth, Architect & Enterprise
The platform that proves its own ROI
Every action you take in Synseus is tracked. Every opportunity confirmed updates your Evidence of Value report — a branded PDF showing exactly what was found, acted on, and worth.
Most platforms ask you to trust the value. Synseus shows you the number.
Full Feature Comparison
Every feature across every plan — no surprises
| Feature | CoreYour Plan | Growth | Architect | Enterprise |
|---|---|---|---|---|
| Platform | ||||
| Modules Unlocked | 5 of 10 | 10 of 10 | 10 of 10 | 10 of 10 |
| Precision Tools | 25 | 165 | 165 | 165 |
| AI & Intelligence | ||||
| Archetype Intelligence | — | |||
| AI Coach | — | |||
| AI Intelligence Page | — | |||
| Contrarian Plays | — | |||
| Advanced Analytics | — | |||
| Geographic Intelligence | — | |||
| Operations | ||||
| 100-Day Sprint | — | |||
| CRM Integrations | — | |||
| Reporting | ||||
| Evidence of Value | — | Full | Architect+ | Architect+ |
| PDF Export | — | |||
| Peer Benchmarking | ||||
| Architect & Enterprise | ||||
| Team Seats | 1 seat | 1 seat | Up to 10 | Unlimited |
| API Access | — | — | ||
| White-Label | — | — | ||
| Priority Support | — | — | ||
| Beta Access | — | — | ||
| Team Layer | — | — | — | |
| Role-Based Access | — | — | — | |
| Firm Dashboard | — | — | — | |
| Custom Integrations | — | — | — | |
| SLA Guarantees | — | — | — | |
Start building your elite practice today
14-day free trial on Core, Growth, and Architect. No credit card required.