ProspectMatch rate plans
Plans that pay for themselves in prospects.
Purchased through ProspectMatch. Pick a plan and get started in one day — calculators identifying visitors from day one.
Prospect
$100
/mo
Start identifying the prospects already researching you.
- Co-branded retirement calculators
- Visitor identification via ProspectMatch
- Lead capture + email-gated PDF reports
Growth
Most popular
$250
/mo
Turn more visitors into named prospects, automatically.
- Everything in Prospect
- AI plain-English result explanations
- Advisor dashboard + lead talking points
Platinum
From $500
/mo
The full suite, white-labeled, with AI meeting prep.
- Everything in Growth
- AI advisor meeting-prep notes
- Full white-label + custom domain
Get started in one day · No setup fees · Cancel anytime
Every plan
Identifies prospects from day one.
All plans include co-branded calculators and ProspectMatch visitor identification. Higher tiers add AI explanations, the advisor dashboard, and full white-label.
No setup fees
Get started in one day
Cancel anytime
Co-branded as your firm