Simple pricing, per advisor
Start free with up to 3 clients. Move to Core or Firm when your whole book is in Advisor.
Prices in AUD per advisor per month, including GST. Support staff are free on every plan. Every firm starts with a 30-day trial of Firm, no card needed.
Free
For a small practice trying Advisor with a few clients.
$0
Free for up to 3 advisors
- Up to 3 clients
- Up to 3 advisors
- Client portal with live bank data
- Document requests and reading, 150 pages a month
- AI assistant, 100 questions a month
- Notetaker for 3 meetings a month
- Form Assistant and reports
- API, MCP server and document filing
CoreLaunch pricing
For practices that want every client in Advisor.
$99AUD
Per advisor per month, including GST
- Everything in Free, plus:
- Unlimited clients
- Up to 20 advisors
- Document reading, 2,000 pages per advisor a month
- AI assistant, 2,000 questions per advisor a month
- Notetaker, 10 hours per advisor a month
- Support from the Redbark team
FirmLaunch pricing
For larger firms that need more meeting time, SSO and a dedicated contact.
$199AUD
Per advisor per month, including GST
- Everything in Core, plus:
- Unlimited advisors
- Notetaker, 40 hours per advisor a month
- Recordings up to 3 hours
- Single sign-on (SSO)
- Dedicated support
Trusted by Australian businesses
Compare plans
Everything you get on each plan.
Features
Price and team
What you pay and who you can add.
Price per advisor
Advisors
Clients
Support staff
Clients and documents
Collect live data and documents from every client.
Client portal with your branding
Live bank data
Requests and checklists
Document reading
Client structure
Form Assistant
Reports
Meetings and assistant
Notes written for you, and answers from your data.
Meeting notetaker
Longest recording
AI assistant
Connections
Advisor works with the tools your firm already uses.
API
MCP server for Claude and ChatGPT
SharePoint and Google Drive filing
Security and support
For firms with IT and compliance needs.
Support
Single sign-on (SSO)
Dedicated support
Core
Launch pricing$99
Up to 20
Unlimited
Free
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2,000 pages / advisor
✓
✓
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10 hours / advisor
2 hours
2,000 / advisor
✓
✓
✓
✓
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And many more Australian businesses
