Basic
$149.95
Retirement, tax, insurance, investment, estate, business, and college planning · secure document vault · 40+ integrations · live support
Checked 2 Oct 2026

Retirement, tax, insurance, investment, estate, business, and college planning · secure document vault · 40+ integrations · live support
Checked 2 Oct 2026
All Basic features · account aggregation · budgeting tools · Tax Analyzer · Iris AI planning agent · RightRisk assessment · one assistant access for an additional fee
Checked 2 Oct 2026
All Premium features · team collaboration · custom asset classes · firm-level assumptions and data models · RightFlows workflows · assistant access for an additional fee
Checked 2 Oct 2026
Custom offering · firm-level insights · unified licensing and billing · API access · firm-level controls · compliance tracking
Checked 2 Oct 2026