Simple Pricing
No per-seat fees. No complex math. Just pay for the clients you serve.
All plans billed annually
GATHER
Intelligent document collection for every client
Includes:
- Unlimited team members
- Smart Checklists
- Branded Client Portal
- Chrome Extension
- AI Document Classification
- Auto-Match documents
- Cloud Storage Sync
- SOC2 compliant
ANALYZE
Deep insights that drive better advice
Everything in GATHER, plus:
- Deep Dive AI
- Verify & Validate
- Excel & PDF Export
10+ Planning Ready Reports:
Financial Position
- Net Worth Report
- Investment Holdings Report
Income & Cash Flow
- Income Breakdown Report
- Cash Flow Report
- Pay Statement Analysis
Tax Planning
- Income Tax Waterfall
- Tax Document Checklist
Protection & Estate
- Insurance Coverage Report
- Estate Planning Report
Scales With Your Practice
Volume pricing that grows with you
| Clients/Households | GATHER | ANALYZE |
|---|---|---|
| Up to 100 | $100/mo | $200/mo |
| Up to 200 | $183/mo | $367/mo |
| Up to 300 | $250/mo | $500/mo |
| Up to 500 | $375/mo | $750/mo |
All plans billed annually
500+ clients/households? Contact us for enterprise pricing
Extend Your Capabilities
Optional add-ons for specific needs
API Access
Build custom integrations with your tech stack
Contact us for pricing
Custom Reports
Tailored reports for your specific practice needs
Contact us for pricing
Custom Forms
Branded intake forms designed for your workflow
Contact us for pricing
Custom Integrations
CRM, planning software, and proprietary systems
Contact us for pricing
Enterprise
For large RIAs, broker-dealers, and multi-office firms with 500+ clients
Volume Discounts
Significant savings at scale
Enterprise SSO
SAML-based single sign-on
Custom Onboarding
White-glove setup and training
Audit & Surveillance
Support 204-2 compliance
Frequently Asked Questions
A client/household is any client unit you create in Flextract, typically a family or individual. Spouses sharing finances count as one client/household. You only pay for active clients/households with documents uploaded in the current billing period.
Yes! Add your entire team, including advisors, paraplanners, assistants, and admins, at no extra cost. We believe collaboration should never be limited by seat-based pricing.
We will notify you as you approach your limit and give you the option to upgrade to the next tier. We never lock you out or charge surprise fees. You will have 30 days to upgrade or archive inactive clients/households.
Absolutely! You can upgrade from GATHER to ANALYZE at any time. We will prorate the difference for your current billing period. Downgrading is also possible at your next renewal date.
Yes! Our Demo Mode lets you explore Flextract with sample client data, no credit card required. Experience the full ANALYZE tier features before committing. When you are ready, simply convert to a paid plan.
Flextract maintains SOC2 Type II certification. This includes encrypted data at rest and in transit, role-based access controls, audit logging, regular penetration testing, and secure cloud infrastructure. Your clients' sensitive financial data is protected by enterprise-grade security.
Ready to simplify your practice?
Stop wrestling with documents. Start delighting clients.
No credit card required | Explore with demo data