Priced for the practice, not the software stack.
Three tiers, per advisor per month, seats included. Start with Playbook on a free trial. No long-term contract, no sales call required.
Three tiers. Seats included. No output caps.
Playbook: $199 per advisor per month
Your practice, alive, and quotable.
- 15 firm documents with full-fidelity capture
- FTull interview and versioned methodology profile
- Chat with uncut answers and receipts
- 10 notetaker transcripts a month
- Full trusted-source catalog
- Routed questions
- 5 seats per Understudy
Self-serve; start with a 14-day free trial.
Digital Twin: $499 per advisor per month
Your word, proven. Everything in Playbook plus everything that touches real client data and proof.
- Client data capture from any CRM or custodian export (read on your own computer)
- The shadow log
- Adherence score
- Drift watch
- Trainee checks
- Day One runbook
- Continuity annex
- Up to 30 documents
- Unlimited transcripts within fair use
- 10 seats per Understudy
Enterprise: from $999 per advisor per month
Every advisor's twin, and the firm that oversees them.
- Multi-twin firm console
- Firm-wide adherence view
- Unlimited seats and documents
- Governance pack
- Custom source vetting
- Quarterly twin health review.
Custom for three or more advisors; for ten or more, email us and we'll quote in the first conversation.
Seats included on every tier; extra seats $49 per month on Playbook and Digital Twin. No setup fee. Disccounts 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 Twin when you want the validation run on your own six months, and to Firm when the whole practice is on it. 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.