Pricing
Pricing Plans for Every Practice
Simple, transparent pricing built for financial advisors - from solo practitioners to large wealth management teams.
All plans include a 30-day free trial
Starter
Independent · Best for solo advisors
€79/ month
billed annually · excl. VAT
- Advanced Dynamic Savings & Portfolio Optimization
- Standard Investment Baskets & Risk Budgeting
- Manage up to 50 active client portfolios
- Standard client-ready PDF & CSV exports
- Tamper-Proof Audit Logs (30-Day Retention)
- Email & chat support during business hours
- Self-serve onboarding & knowledge base access
Most Popular
Pro
For growing advisory practices
€149/ month
billed annually · excl. VAT
- Advanced Dynamic Savings & Portfolio Optimization
- Custom Investment Baskets & Risk Budgeting with ETF Support
- Manage up to 250 active client portfolios
- Custom-branded (white-label) PDF client reports
- Tamper-Proof Audit Logs (1-Year Retention)
- CSV / PDF Export for Compliance
- Priority email & chat support
- 1-on-1 Onboarding session
Enterprise
For large wealth management teams and firms
CustomContact us
- Advanced Dynamic Savings & Portfolio Optimization
- Institutional Investment Models & Product Integration
- Unlimited active client portfolios
- Enterprise SSO (SAML 2.0 / OIDC)
- Tamper-Proof Audit Logs (Up to 10-Year WORM Storage)
- Custom Retention & SIEM API Export
- Custom API & CRM integrations (e.g., Salesforce, HubSpot)
- Dedicated Support & Enterprise SLA
- Dedicated Account & Success Manager
- Personal onboarding session with your Customer Success Manager
Unsure which plan fits your practice?
Start with a 30-day free trial. Experience LifeOptima with full feature access and see how it fits your workflow before deciding on a plan.
- Gain full transparency into complex withdrawal strategies and portfolio projections
- Build robust, audit-ready financial plans with total confidence
- Deliver personalized, high-impact PDF reports that win client trust
- Full access to all Pro features
Your free trial ends automatically after 30 days – no credit card required, no automatic subscription, zero risk.
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