Pricing

Simple pricing.
No surprises.

Choose the plan that matches your firm's needs. All plans include unlimited contacts and policies.

Essentials
$0 / mo
Contact management, basic policy tracking, and manual reporting. Perfect for getting started.
Request Access
  • Contact & structure management
  • Basic policy tracking
  • Manual reporting
  • Multi-user access
  • Scenario Builder
  • PSR Generation
  • Egnyte / Teams / Airtable
Most Popular
Professional
$999 / mo
Scenario builder, PSR generation, Egnyte document management, and push notifications.
Request Access
  • Everything in Essentials
  • Scenario Builder & comparisons
  • PSR report generation
  • Egnyte integration
  • Push notifications
  • Advanced reporting & analytics
  • SSO / Teams / Airtable
Enterprise
$1,999 / mo
Full platform access including Microsoft SSO, Teams integration, automated Airtable sync, API access, and priority support.
Request Access
  • Everything in Professional
  • Microsoft Entra SSO
  • Teams integration & notifications
  • Automated Airtable sync
  • API access
  • Custom branding
  • Priority support & SLAs
Coming Soon
Premium AI
TBD
The autonomous intelligence layer for enterprise wealth management. AI agents run your firm around the clock.
Notify Me
  • Everything in Enterprise
  • AI-powered iMessage integration
  • Role-based NL query tools
  • Executive analytics dashboards
  • Commission tracking & forecasting
  • Macro-to-micro drill-down AI
  • Autonomous policy review agents
Full Comparison

Feature breakdown by tier

Feature Essentials Professional Enterprise Premium AI
Core Platform
Contact & structure management✓✓✓✓
Policy & loan tracking✓✓✓✓
Premium history & indexing✓✓✓✓
Multi-user access✓✓✓✓
Manual reporting & exports✓✓✓✓
Analytics & Scenarios
Scenario Builder (multi-variant)—✓✓✓
IRR / LTV / break-even projections—✓✓✓
PSR report generation (PDF)—✓✓✓
Advanced reporting & dashboards—✓✓✓
Integrations
Egnyte document management—✓✓✓
Push notifications (web)—✓✓✓
Microsoft Entra / Azure AD SSO——✓✓
Microsoft Teams integration——✓✓
Airtable automated sync——✓✓
API access——✓✓
Enterprise & AI
Custom branding (white-label PDF)——✓✓
Priority support & SLAs——✓✓
AI iMessage integration———Soon
Role-based NL query tools———Soon
Executive analytics (AI-generated)———Soon
Commission tracking & forecasting———Soon
Macro-to-micro drill-down AI———Soon
Autonomous policy review agents———Soon
FAQs

Common questions

How does the approval process work?
Sign up with your work email. If your organization has domain-restricted signup enabled, your access request will be reviewed by a Super Admin before you can log in. Approvals typically happen within 24 hours.
Can I try the platform before committing?
Yes — our demo environment showcases the full platform with realistic sample data. No login required.
What's included in the Premium AI tier?
Premium AI is our upcoming autonomous intelligence layer. It includes AI agents that handle policy reviews, client communication via iMessage, natural language query tools for advisors, and executive analytics dashboards — all running automatically around the clock.
What happens if I need a feature above my tier?
Super Admins can override individual feature flags per organization. Contact your administrator, or upgrade your subscription tier at any time from Admin → Organizations → Subscription.

Ready to get started?

Join wealth management firms already using Ledgr to manage their policy portfolios.

Request Access Try Demo First