Pricing Options

Choose the plan that suits your needs and budget

Pay Annually
Pay Monthly
Essential
$0

Discover the quality of your advice and your client relationships.
‍

Start for free
Includes:
Discover your Relationship Quality Index (RQI) Score
Get insight into the quality of your advice and your Advice Experience Dispersion
Turnkey client research portal with intuitive dashboard
Custom branding
50 client surveys
PI community benchmark
Introductory advisor development content
Premium
$167/mo

Elevate the quality of your client relationships and accelerate organic growth.

Sign up now
Includes:
Comprehensive client analytics

  • Relationship Quality Index (RQI) Score

  • RQI Attributes

  • Advice Experience Dispersion

  • Advice Attributes

  • Trend Charts

  • Financial Planning Effectiveness

Turnkey client research portal with intuitive dashboard and automated data analytics
Data-driven insights and strategic guidance
Unlimited client surveys
Custom branding
Advisor development content
AI Powered conversation simulator

Enterprise Plan
Let's Talk

Enterprise-ready for advanced use cases.
‍

Contact us
Includes:
White labeling
Firm specific portal and reporting
Firm level dashboard with comprehensive analytics
Track firm specific drill down analytics
Unlimited client surveys
Customize advisor development content
Volume-based discounts
Essential
$0

Discover the quality of your advice and your client relationships.
‍

Start for free
Includes:
Discover your Relationship Quality Index (RQI) Score
Get insight into the quality of your advice and your Advice Experience Dispersion
Turnkey client research portal with intuitive dashboard
Custom branding
50 Client Surveys
PI Community Benchmark
Introductory Advisor development content
Premium
$195/mo

Elevate the quality of your client relationships and accelerate organic growth

Sign up now
Includes:
Comprehensive client analytics

  • Relationship Quality Index (RQI) Score

  • RQI Attributes

  • Advice Experience Dispersion

  • Advice Attributes

  • Trend charts

  • Financial Planning Effectiveness

Turnkey client research portal with dynamic dashboard and automated data analytics
Data-driven insights and strategic guidance
Unlimited Surveys
Custom branding
Advisor development portal
AI Powered prospecting simulator
Enterprise Plan
Let's Talk

Enterprise-ready for advanced use cases.
‍

Contact us
Includes:
White labeling
Firm specific portal and reporting
Firm level dashboard with comprehensive analytics
Track firm specific drill down analytics
Unlimited surveys
Customize advisor education content
Volume-based discounts

Elevate the Client Experience Accelerate Organic Growth

Discover how Practice Intel can work for you. Connect with us today!

Schedule a DemoContact Us