No enterprise minimums. No 12-month lock-in on your first conversation. Just a behavioral layer that pays for itself the first time you keep a client you would have otherwise lost.
Growth
For advisors building onboarding, retention, and family workflow into one system.
Best for: solo advisors and growing books of business.
Start GrowthFull platform access for a single advisor.
Keep profiles and follow-up in one place.
Bring profile signals into reviews.
Expand across a wider client base.
Team
For practices standardizing advisor workflow across a shared team operating model.
Best for: multi-advisor practices sharing a client base.
Start TeamSupport a real shared team workflow across the practice.
Scale across a larger shared client base.
Track usage and documentation quality across advisors.
Keep all profiles and follow-up in one shared place.
Annual Growth
For advisors who want the full year locked in, with the flexibility to add seats as the practice grows.
Best for: solo advisors who want annual pricing and room to expand.
Start Annual GrowthFull platform access for a single advisor at the annual rate.
Same capacity as Growth with annual billing savings.
Add additional advisor seats to your annual plan as the practice grows.
Keep profiles and follow-up in one place.
Enterprise
For RIA aggregators, broker-dealers, and institutional buyers deploying across an advisor network.
Best for: larger firms that need rollout support, integration, controls, and a customized operating model.
Book Discovery CallDeploy across advisor networks, institutional teams, or multiple books of business.
Connect behavioral intelligence to the existing systems your firm already operates.
Adapt the client-facing layer to the firm environment when branding and delivery matter.
Structure the rollout for enterprise review, implementation, and ongoing governance.
can drive up to a 95% increase in firm profitability
Harvard Business Reviewaverage AUM value of a retained high-net-worth relationship
Industry estimate, 2025for firms using behavioral AI tools
Deloitte, 2025including your own client scenarios
Finliti demo promiseFIPI® included
FIPI® is the behavioral assessment behind Pulse, shaped by Dr. Stefano Di Domenico's research guidance and Jennifer Schell's wealth-management experience. It is aligned to suitability standards, trusted by advisory teams across North America, and built for clearer client communication under market pressure.
For advisory teams, family offices, custodians, and institutional buyers that need implementation, white-label options, or workflow integration.
