Every plan runs the whole Tallify process. Choose how many clients you onboard and review each month, and how much setup we do for you.
For an adviser building their book.
For an adviser who wants clients to see where they stand.
For a practice that wants it to look and run like its own.
On every plan: unlimited clients and office staff, the onboarding link, the guided fact find, the e-signed disclosure letter, the Record of Advice and FNA for you to review and sign, CCP reading, recommendation rules, annual reviews, your own mailbox and the approval queue. One onboarding is one client from the link to a filed Record of Advice; one review is one annual client review.
No setup fee. Seven-day free trial. Cancel any time.
