Pricing

All plans are designed for financial advisory firms with a minimum 3 users.

MonthlyAnnual
Save up to 25%
Core
Automations and must-have integrations to reduce admin work and impress clients.

  • Email & Calendar
  • AI Notetaker
  • Document Intelligence
  • AI Notes & Tasks
  • 500 Workflow Tasks
$79per user/monthly, billed annually
Plus
Most Popular
Advanced tools to win bigger clients, scale efficiently, and take back your admin time.

  • All of Core plan features
  • Forms
  • Zapier Integration
  • White-Glove Onboarding
  • 2000 Workflow Tasks
$119per user/monthly, billed annually
Pro
All features backed with premium support to maximize efficiency and profits.

  • All of Plus plan features
  • Calling & Messaging
  • Marketing Campaigns
  • Dedicated Support
  • 5,000 Workflow Tasks
$169per user/monthly, billed annually
* Fair usage policy applies

Frequently Asked Questions

Spaces offers three plans (Core, Plus, Pro), which all include access to the essential management features to run your firm. Additional features and functionality are included in the higher-priced plans to allow you to select the right option based on your firm's needs and budget.

Pricing is charged per user. Every team member will need to be invited as a user to your Spaces account if they require access, and your overall subscription will be based on the number of users you have invited.

You can choose to pay monthly or annually, which will give you a reduced rate.

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