Pricing
Priced per seat. Free for 14 days.
Start on your own documents with no credit card. Pay per staff seat as you grow, with 15-20% off when you pay annually.
Starter
Most popularBuilt for 5-10 advisor firms
$49
per seat / month
Everything a small team needs to centralize documents and stop re-keying statements.
- 500 AI extractions / month
- Basic report templates and audit logs
- 10 GB storage
- 1 integration connector (coming soon)
- Minimum 5 seats
Growth
UpcomingBuilt for 11-25 advisor firms
$69
per seat / month
Onboarding, full compliance tooling and alerts for growing practices.
- 2,000 AI extractions / month
- Smart Onboarding & KYC
- Full audit trail and compliance templates
- Alerts, webhooks, Google Meet auto-sync
- 3 connectors, 50 GB storage
Scale
UpcomingBuilt for 26-50 advisor firms
$89
per seat / month
The full engine: workflows, client portal and custom branding included.
- Unlimited AI extractions (fair use)
- Workflow Automation and Client Portal
- Full alerts engine and export tools
- Custom-branded reports
- 5 connectors, 200 GB storage
Every firm starts with a 14-day free trial: 1 advisor seat, 25 AI extractions and 1 GB storage. No credit card required; your data is kept if you upgrade later.
Start free trialPrices in USD. Paid plans have a 5-seat minimum and no seat cap; the firm owner's admin seat is always free. Growth and Scale are opening soon - early access via sales@logiqwealth.com.
Compare plans
What's included in each plan
| Feature | Starter | Growth | Scale |
|---|---|---|---|
| Unified Data Vault | Included | Included | Included |
| Client 360 Dashboard | Included | Included | Included |
| AI document extraction | 500 / mo | 2,000 / mo | Unlimited* |
| Automated reports | Basic | Full | Full + branding |
| Compliance & audit trail | Basic logs | Full | Full + export |
| Compliance templates | Not included | Included | Included |
| Smart Onboarding & KYC | Not included | Included | Included |
| Alerts & insights | Not included | Limited | Full engine |
| Workflow Automation | Not included | Not included | Included |
| Client Self-Serve Portal | Not included | Add-on | Included |
| Integration connectors (coming soon) | 1 | 3 | 5 |
| Outbound webhooks | Not included | Included | Included |
| Google Meet integration | Manual | Auto-sync | Auto-sync |
| Included storage | 10 GB | 50 GB | 200 GB |
| IT Admin role | Not included | Included | Included |
* Unlimited subject to fair use.
Add-ons
Pay only for the extras you use.
Extra document extractions
Beyond your plan's monthly cap; Starter $0.75, Growth $0.50
$0.50 - $0.75 / document
Extra storage
Beyond included quota
$0.10 / GB / month
Client Self-Serve PortalComing soon
Flat per firm, for Starter and Growth
$199 / month
White-label reportingComing soon
Flat per firm, for Starter and Growth
$149 / month
Additional connectorComing soon
Per CRM or custodian connector
$99 / month
Setup services
Rather we do the setup? We can.
Self-serve setup is free on Starter and Growth. Done-for-you setup services are coming soon - ask us if you'd like a hand before then.
Setup bundle
$1,200
Client import, document loading, report templates and one training session. Save versus $1,350 bought separately.
Client data import
Up to 500 clients
$300
Document loading
Up to 2,000 documents
$400
Branding and report templates
Up to 3 templates
$250
Staff training
Up to 10 people
$400 / session
Client portal launch
First 50 clients
$200
FAQ
Pricing questions
Anything else? Our team is a short email away.
What counts as a seat?
Every active staff user and pending invitation counts as a seat, except the firm owner's admin seat, which is always free. Paid plans have a minimum of 5 billable seats and no upper cap.
What happens when the free trial ends?
After 14 days your workspace becomes read-only. Nothing is deleted - upgrade to Starter at any time to pick up where you left off.
Is there an annual discount?
Yes. Annual prepay is discounted 15-20% versus monthly billing. You can switch between monthly and annual billing yourself from Settings.
What if we go over our extraction allowance?
Paid plans continue processing and bill extra documents at your tier's per-document rate. The free trial has a hard cap and never bills overage.
When will Growth and Scale open?
Both tiers are coming soon. Firms that need onboarding, compliance templates or workflows today can arrange early access through our sales team.
Do you charge an implementation fee?
Not for Free, Starter or Growth - setup is self-serve, and optional done-for-you setup services are coming soon. Scale includes a full migration with a dedicated onboarding manager for a one-time fee.
Try it on your own client documents.
Start a 14-day free trial on your own documents, or book a walkthrough with our team.