Pricing

Choose the right plan for advisors or investors.

For Individual plans

Pulse Trial

$97

one-time

Run one client through the full Pulse workflow with every core capability included.

Best for: advisors who want one full client run before moving into a broader plan.

1 client, all capabilities

One-client full workflow

Run setup, survey delivery, profiling, and advisor insights for a single client record.

All core Pulse capabilities included

Access the full working feature set instead of a stripped-down preview experience.

Upgrade path into Starter

Move into the full three-month workflow when you are ready for broader usage.

Start Trial

$900

for 3 months

Launch quickly at $300 per month with a three-month starter commitment.

Best for: firms validating Pulse with an initial client cohort.

$300/month billed as $900 for 3 months

Guided onboarding and billing activation

Move from account creation to a live advisor workflow in the right order.

Branded survey setup and delivery settings

Configure colors, advisor email, and firm website for a cleaner client experience.

Live FIPI® survey generation

Generate and deploy your live survey link without leaving Pulse.

Client invite workflow and completion tracking

Send invites, monitor progress, and keep onboarding moving.

Profile results and advisor-facing insights

See profile outcomes inside Pulse and move into advisor action faster.

Start Starter Plan

Annual Growth

$3,000

per year

For teams scaling advisor adoption and continuous client engagement.

Best for: teams standardizing advisor workflows across the year.

50 clients included

Everything in Three-Month Starter

Keep the full onboarding, survey, and insight workflow already available in Starter.

More included client capacity

Support a larger advisor book with more included profiling volume.

Longer runway for advisor adoption

Give teams enough time to build habits and standardize usage across the year.

Better fit for repeat client engagement workflows

Stay active beyond initial setup with a plan built for ongoing client communication.

Stronger foundation for team rollout

A cleaner plan for firms preparing broader advisor adoption and governance.

Choose Annual Growth

Free Sign Up

$0

free

Create your MyFinliti account and start exploring your investor identity.

Best for: anyone starting with profile discovery and the core investor experience.

MyFinliti login access

Free investor sign-up

Create an account and access the MyFinliti experience without a paid plan.

Profile-driven entry point

Start exploring the behavior and education layer built for investors.

Path into deeper content

Upgrade into deeper analysis or ongoing content when you want more guidance.

Create Free Account

$40

one-time

Unlock a fuller investor deep dive with richer profile insight and expanded interpretation.

Best for: investors who want more than a basic account and a deeper understanding of their behavior.

Full deep dive access

Expanded behavioral insight

Go beyond a simple entry point with a deeper profile-based readout.

Richer interpretation layer

See more context around how your investor tendencies show up in decisions and reactions.

Stronger investor education bridge

Use the deep dive as the link into faction content, education, and next-step learning.

Unlock Deep Dive

LowFi Investor Dashboard

$4

per month

Get the ongoing content layer with newsletters, podcasts, and monthly faction updates.

Best for: investors who want a lightweight monthly subscription to stay engaged over time.

Newsletter, podcast, and faction access

Newsletter access

Receive investor-facing updates, commentary, and educational content on a recurring basis.

Podcast access

Listen to Finliti audio content designed to make investor behavior and markets easier to understand.

Monthly faction info

Stay connected to your investor identity with regular faction-based content and updates.

Start LowFi Dashboard

Need institutional rollout support?

Larger firms can use the advisor track with broader deployment support, workflow governance, and integration planning.

Book Institutional Demo

Choose the right plan for advisors or investors.

Advisor plans

$97

$900

$3,000

Investor plans

$0

$40

$4

Need institutional rollout support?