Choose the plan that matches your financial complexity. Upgrade or downgrade anytime. Cancel with one click.
Choose your billing cycle:
Perfect for individuals who want to take control of their net worth and cash flow.
The complete platform for HNW individuals who want the full power of FinanceLink.
White-glove service for families and family offices managing multi-entity wealth.
All plans include a 30-day money-back guarantee. Questions? Contact our team.
| Feature | Pro | Suite ★ | Family Office |
|---|---|---|---|
| Net worth tracking | ✓ | ✓ | ✓ |
| Asset accounts | 5 | Unlimited | Unlimited |
| Investment portfolio | — | ✓ | ✓ |
| Scenario planning | — | ✓ | ✓ Advanced |
| AI reports | — | Monthly | Full suite |
| Document vault | — | 5 GB | Unlimited |
| Multi-household | — | — | Up to 10 |
| Dedicated account manager | — | — | ✓ |
| Support | Priority | White-glove |
Yes — you can upgrade or downgrade your plan at any time. Changes take effect immediately and billing is prorated.
Absolutely. All data is encrypted with AES-256 both in transit and at rest. We operate a zero-knowledge architecture — even our engineers cannot read your financial data.
We accept all major credit and debit cards via Stripe. ACH bank transfer is available for Family Office plans.
Yes — all plans come with a 30-day money-back guarantee. If you're not completely satisfied, we'll refund your payment in full.
The Family Office plan is designed for families managing wealth across multiple entities, trusts, or households. It includes dedicated onboarding support and a personal account manager. Contact us to learn more.
30-day money-back guarantee. No setup fees. Cancel anytime.