Firm platform
The base subscription for your Wiseplan Pro workspace: dashboard, admin controls, firm setup and payment by card or invoice.
Wiseplan Pro · early access in 2026
A clear model for professional access.
Wiseplan Pro is designed around a clear access model for firms. Your firm pays for professional access, and your clients never pay for your access. Book a demo and we will talk through the right structure for your team.
The model
One firm subscription, built from three parts.
Your price is based on the firm workspace, the people at your firm who need access, and the clients you connect.
Professional seats
Pay for each professional user at your firm who needs access to client Wiseplans.
Client connections
Pay per client connection. The rate depends on whether the client is sponsored by your firm or already subscribes themselves.
Sponsored client
You provide Wiseplan as part of your service. Your firm covers their plan and your professional access.
Linked client
They already subscribe themselves. Your firm pays only for professional access to the records they choose to share.
Your clients never pay for your access.
We will talk through the right sponsored/linked mix for your firm, including a sole-practitioner tier with the same product and a smaller starting footprint.
Book a demoLooking for your own Wiseplan? See Wiseplan for individuals & families.
FAQ
Plan questions firms ask first.
Can we pay by invoice?
Yes. Wiseplan Pro will support card payments or invoice billing with payment terms.
What happens when a client leaves the firm?
There is a 14-day grace period. The client can take over their plan, so their Wiseplan does not disappear just because they move firm.
Do clients ever pay for firm access?
No. Your firm pays for professional access. Clients only pay for their own consumer plan if they subscribe directly.