Pricing

One plan. Built for advisors.

GWP is priced for independent RIAs and advisor-led practices — not a consumer budgeting app. Your clients access their Wealth Score through your prospect links at no separate subscription.

Advisor

$99/mo

The full intelligence workspace for your book of business.

· Intelligence grid for your entire book
· AI pre-meeting briefs per client
· Plan Guardian market and behavior alerts
· Advisor workspace and team permissions
· Branded prospect link generation
· Client GWP Wealth Scores (0–850)

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