Priced for the practice, not the software stack.
Three tiers, priced per Understudy per month. Each Understudy models one advisor and includes seats for the team. Start with Playbook on 14 free days; we take a payment method up front, nothing is charged until day 15, and your plan starts then unless you cancel. No long-term contract, no sales call required.
Three tiers. Seats included. Answers are never shortened by tier.
Playbook: $199 per Understudy per month
Your practice, alive, and quotable.
- 15 firm documents with full-fidelity capture
- Full interview and living methodology profile
- Chat with uncut answers and receipts
- 10 notetaker transcripts a month
- Full source catalog
- Coverage grid
- Routed questions
- Individual checks
- 5 seats per Understudy
Self-serve; start with a 14-day free trial.
Digital Twin: $599 per Understudy per month
Your word, proven. Everything in Playbook plus everything that touches real client data and proof.
- 30 Documents
- Client data capture from CRM and custodian exports (read on your own computer)
- Knowledge Directory
- Validation and adherence score
- Alerts when your data moves
- Day One runbook
- Continuity annex
- Playbook PDF download
- 50 transcripts a month
- 10 seats per Understudy, more available
Enterprise: coming soon, from $999 per Understudy per month
Every advisor's twin, and the firm that oversees them.
- Multi-twin firm console
- Firm-wide adherence view
- Unlimited documents
- Governance pack
- Custom source vetting
- Quarterly twin health review
Coming soon, by agreement. Email support@wallacefinance.io to join the early list.
Seats included on every tier; more seats are available by agreement. No setup fee. Discounts for annual billing. Cancel anytime.
Compare it to one client, not another subscription
Wallace Understudy isn't priced against notetakers or planning software. It protects the thing that actually earns the fee: the judgment that runs the book. One illustration: a single $1M household at a 1% advisory fee pays $10,000 a year... a rough handoff doesn't put a subscription at risk, it puts a piece of the book at risk. That's the comparison that matters.
Start with Playbook
Start on Playbook with a free trial, no sales call required. Move to Digital Twin when you want the validation run on your own six months. Enterprise, for the whole practice, is coming soon. You do not need any other Wallace product, a Wallace Finance account, or a custodian connection.
Start free trialThe judgment shouldn't live in one head.
Your team runs on it today. It's there when you step back.