Membership Tiers

Secure your early access rate. Request your invitation today. No payment details required.

The Essentials

Free

A manual dashboard to replace your spreadsheet.

£0Forever Free
  • Manual Asset Tracking
  • Net Worth Calculator
  • Liability Audit
  • Single-User Encryption
The Automator

Individual+

Stop entering data. Start seeing the picture.

£7.19/ mo
Billed YearlyPrice locked for early adopters
  • Everything in Free
  • Live Bank Sync
  • Auto-Categorisation
  • The Wealth Report
  • Smart Document Vault
  • Access to 40+ features
The Couple

Partners

Total alignment. Total privacy.

£11.99/ mo
Billed YearlyPrice locked for early adopters
  • Everything in Individual+
  • 2x User Seats
  • The Privacy Toggle
  • Household View
  • Shared Goals
The Legacy

Family

Organize the whole household, for today and tomorrow.

£19.99/ mo
Billed YearlyPrice locked for early adopters
  • Everything in Partners
  • Advisor Access (Read-Only)
  • Kids' Accounts (Junior ISAs)
  • Trust & Entity Tagging
  • The Legacy Protocol

Secure 256-bit Encryption