Simple Pricing
What are the differences between the Creator, Pro, and Organizations plans?
The Creator plan is ideal for launching a membership site with tools like budgeting, debt tracking, and coaching. The Pro plan is perfect for leveling up your membership with a customizable, sharable library of personal finance content. The Organizations plan is tailored for large organizations and includes features like onboarding assessments, wellness tools, and support for up to 10 organizations.
What kind of content is included in the Content Library?
The Content Library includes 1,000+ articles, 30+ courses, and interactive tools like assessments (coming soon) and budget templates (also coming soon). The Pro and Organizations plans receive monthly content updates to keep your content fresh.
Does the platform support coaching features?
Yes! All plans support coaching features, including white-labeled websites, customizable coaching profiles, calendar integrations, client management, and goal tracking. The Organizations plan includes unlimited coaching profiles.
Can I create custom courses and assessments?
Yes, all plans offer content creation tools, including a course builder, article creator, and assessment creator. The Organizations plan also provides onboarding assessments and advanced customization for larger teams.
What kind of reporting features are available?
Reporting is available on both user and organization levels. The Pro and Organizations plans offer detailed reporting on user assessments and organization-level engagement, which is particularly useful for managing multiple users or teams.
Is there support for multiple organizations?
The Organizations plan supports up to 10 customizable organizations, including features like branded marketing materials, branded enrollment materials, and financial wellness tools. For more than 10 organizations, a custom solution is available.
Who is the platform suitable for?
The platform serves a wide range of users, including agencies, coaches, content creators, financial advisors, employee benefit providers, financial literacy programs, retirement plan advisors, and workplaces.