Onboard your practice once, add each client household in minutes, and switch between families with a click — the same intelligence engine that powers EarnVyse, white-labeled for your practice, priced by volume instead of by client.
Create your advisor account once. This is your practice-level login — the one place you'll come back to for every client, every day.
Add a client household in minutes — invite them directly, or enter their accounts on their behalf. Each family gets their own intelligence read-out from day one.
Your dashboard becomes a client roster. Click any household to see their full picture, then switch back — no re-login, no separate portals per client.
This is what your practice dashboard looks like — a client roster on the left, full household intelligence on the right. Click a name below to see it switch.
Every plan includes the full intelligence engine, role-scoped CPA/attorney/advisor access per household, and one practice-level login. The more households you bring, the cheaper each one gets.
Every plan is cheaper per household than a client paying retail Pro ($29/mo) on their own — the calculator above always shows you whichever plan is cheapest for your book.
Leave your details below — we'll follow up personally to set up your practice account and confirm exact pricing for your client count.
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Check your inbox — confirmation + demo link are on the way. We'll follow up personally about your practice pricing.
Try our demoOnboard your practice, add your first client household, and see what your clients see — in minutes, not weeks.