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.