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Log inGet Started — $10

September Special — First month $10

Power your practice
with AI

CRM, video funnels, lead scoring, and team management — all in one platform. Choose the plan that fits your team.

SOC 2 Compliant·Cancel anytime·September promo pricing
MonthlyAnnualSave 20%

Entry

Essential CRM tools

$29/mo
September: $10 first month

Core CRM, pipeline, habit engine, and basic funnels.

  • Core CRM
  • 3-3-3 Habit Engine
  • Basic Funnels
  • Email support
Best Value

Growth

Advanced features for growing teams

$79/mo
September: $10 first month

CRM, funnels, AI, academy, and advanced analytics.

  • Core CRM
  • 3-3-3 Habit Engine
  • Advanced Funnels
  • Marketing Suite
  • Academy Access
  • Priority support

Enterprise

Full platform access

$199/mo
September: $10 first month

All features, priority support, custom branding, API access.

  • All Features
  • Priority Support
  • Custom Branding
  • API Access
Separate Package

Training Academy

Professional licensing courses, compliance training, exam prep, and certificates. Everything a financial professional needs to stay licensed and ahead.

$20one-time

Lifetime access. No subscriptions. No hidden fees.

Learn More
Professional licensing courses & exam prep
Interactive quizzes with instant feedback
Completion certificates for every course
Spaced repetition & progress tracking
AI-powered gap analysis & weak area focus
Team enrollment & manager dashboards
Compliance training (AML, Ethics, Regulatory)
Mock exams weighted toward your weak topics

Frequently Asked Questions

What is the September promotion?

For September 2026, your first month on any platform plan is just $10. After that, regular monthly pricing applies. This is a limited-time offer.

What is the Training Academy?

The Academy is a separate $30 one-time purchase for lifetime access to WFG licensing exam prep, compliance courses, and certificates. It is not included in the platform subscription.

What payment methods do you accept?

We accept all major credit cards (Visa, Mastercard, Amex) via Stripe. Enterprise plans also support bank transfers.

Can I upgrade or downgrade my plan?

Yes. Upgrade, downgrade, or change plans at any time. Changes take effect on your next billing cycle with prorated adjustments.

What happens if I cancel?

Your data is retained for 30 days after cancellation. You can export everything during that period. After 30 days, data is permanently deleted.

Is there a contract?

No contracts. All plans are month-to-month. Cancel anytime with no fees.

BasePOWR

AI-native CRM for financial professionals. Capture leads, close deals, and grow your team.

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