Pricing
Transparent pricing for
practices of all sizes.
Stop paying per-client fees. Our flat-rate plans ensure you can assess your entire book of business without worrying about the bill.
Solo Advisor
Perfect for independent RIAs looking to deepen client relationships.
- 1 Advisor Seat
- Unlimited Client Assessments
- Core Enneagram Reports
- AI-Generated Talking Points
- Standard Email Support
The Practice
For growing teams that need consistency across all advisors.
- Up to 3 Advisor Seats
- Everything in Solo, plus:
- White-labeled Branding
- Spousal Alignment Reports
- Wealthbox & Redtail Integrations
- Priority Support
Enterprise
Custom deployment for large firms, broker-dealers, and institutions.
- Unlimited Advisor Seats
- Everything in Practice, plus:
- Custom API Access
- SSO (SAML/Okta)
- Dedicated Success Manager
- Compliance Archiving Portal
Common Questions
Is there a limit to how many clients I can assess?
No. All of our plans include unlimited client assessments. We want you to use RiskPersona with your entire book of business, not just prospects.
Do you integrate with my CRM?
Yes. The Practice and Enterprise tiers include direct integrations with major CRMs like Wealthbox, Redtail, and Salesforce so client personas sync automatically.
Can I customize the assessment branding?
The Practice tier and above allow you to add your firm's logo, colors, and legal disclosures so the assessment looks and feels like your proprietary tool.
What if I need more than 3 advisor seats?
If you have a mid-sized firm and don't quite need the Enterprise package, contact our sales team. We offer simple per-seat add-on pricing for the Practice tier.