What subscription options are available to advisors?

Where to find it: Client List → Add Client / payment; homepage → Advisors

Advisors can try MRA using the same three-run free trial and one-month extended trial on their own scenario. Ordinary client accounts require payment when added, except eligible low-income-senior clients.

See the public subscription-pricing FAQ or the advisor page for current prices and plans. The payment screen shows the options and amount applicable to your account. We offer per-client payment, Friends and Family five-client packs, and Professional advisor unlimited plans.

With a five-client pack, the advisor’s own scenario uses a place if it also needs payment or renewal. Remove clients you do not want to renew before purchasing the pack; deleting a client afterward does not restore a used place. More clients can be covered by another pack, individual payments or a Professional plan. Pack and Professional-plan client expiries follow the plan anniversary, with at least one month for a client added near its end.

Pay-as-you-go access also has a client-count threshold after which additional clients can be added without further payment until the earliest purchased client’s anniversary. Check the client list and payment screen for your current eligibility.

Related articles