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Proposed memberships

A clearer picture.
Room to grow.

Start with the essentials. Explore a more connected plan. Bring complexity into view.

Explore demo

A preview of the possibilities.

Create a real Free account for your household records. Paid checkout is not yet available. Plus and Private previews use fictional data and take no payment. Live AI and connections require separate permissions.

01MEMBER WORKSPACE

Free

Build a basic financial picture and explore a first plan.

$0

No card. No trial expiry. One household, one owner.

Households per subscription
1
Member seats, including the owner
1
Active saved scenarios
3
Tracked entities beyond the household
0
Stored documents · future capability
0
Start Free

Real account · persistent household records

02PREVIEW ONLY

Plus

Compare decisions and coordinate a shared household plan.

Pricing TBD

Paid software pricing and launch timing are undecided.

Households per subscription
1
Member seats, including the owner
2
Active saved scenarios
25
Tracked entities beyond the household
3
Stored documents · future capability
100

Fictional local preview · no paid checkout

03PREVIEW ONLY

Private

Coordinate complex family, entity, and specialist work.

Pricing TBD

Paid software pricing and launch timing are undecided.

Households per subscription
1
Member seats, including the owner
6
Active saved scenarios
100
Tracked entities beyond the household
20
Stored documents · future capability
1,000

Fictional local preview · no paid checkout

Plan previews open sample Settings. If you already have a local membership, it and its content stay intact until you confirm a simulated plan change there. Feature allocations and caps are proposed working defaults, not final commercial terms. One household per subscription; seats include accepted members and pending invitation reservations. No add-ons, overage charges, annual offers or discounts have been defined.

The detail, in perspective

Know what each
plan would include.

“Included” describes the proposed software plan in this simulation. It does not mean a live service is available today. The full guest tour remains open to everyone.

Manual household overview and financial-domain snapshots
FreeIncluded in proposed plan
PlusIncluded in proposed plan
PrivateIncluded in proposed plan
Basic cash and retirement scenario tools
FreeIncluded in proposed plan
PlusIncluded in proposed plan
PrivateIncluded in proposed plan
Advanced tax, retirement, executive-equity and estate comparisons
FreeSample tour only
PlusIncluded in proposed plan
PrivateIncluded in proposed plan
Shared goals, tasks and consolidated reports
FreeSample tour only
PlusIncluded in proposed plan
PrivateIncluded in proposed plan
Complex business-transition and private-asset coordination
FreeSample tour only
PlusSample tour only
PrivateIncluded in proposed plan
Role-scoped specialist coordination workspace
FreeSample tour only
PlusSample tour only
PrivateIncluded in proposed plan
Deterministic sample assistant
FreeBasic scenarios
PlusExpanded scenarios
PrivateExpanded scenarios and coordination
Export own permitted data and activity history
FreeIncluded in proposed plan
PlusIncluded in proposed plan
PrivateIncluded in proposed plan
Consent, audit visibility, pause/revoke, account deletion and security controls
FreeIncluded in proposed plan
PlusIncluded in proposed plan
PrivateIncluded in proposed plan
Real bank/custodian connections
FreeUnavailable
PlusUnavailable
PrivateUnavailable
Live AI guide · separate member preview, not a plan entitlement
FreeSeparate member preview; live grant required
PlusSeparate member preview; live grant required
PrivateSeparate member preview; live grant required
Trading, transfers, tax filing, advisory or legal services
FreeUnavailable
PlusUnavailable
PrivateUnavailable
Human adviser/specialist services included in software fee
FreeNot included
PlusNot included
PrivateNot included

Where integrations could fit.

Free

Personal planning and proposed shared reference data. No financial connections are included today.

  • Google Calendar
  • CoinGecko

Plus

Proposed selected-document review and household coordination using personal productivity accounts.

  • Gmail
  • Google Drive
  • Outlook

Private

Proposed company reporting and specialist coordination, with separate business and member permissions.

  • QuickBooks
  • Firmao
  • PayPal

Proposed fit only. Plan previews do not unlock live integrations. Live member permissions are separate; paid entitlements and connector allowances are not implemented. Consent, status review and disconnection never require an upgrade.

The live guide uses WealthOS's OpenAI key for fictional scenarios. Your personal model or API key is not supported. No connector content reaches AI today; financial execution is unavailable in every tier.

Review every proposed integration

Documents are a future capability.

The displayed counts are proposed limits, not storage guarantees. This preview has no document uploads or secure document storage. File size, retention and scanning policies remain to be defined.

Control belongs in every plan.

Security, consent, pause and revoke, audit visibility, deletion and export of permitted data are never an upgrade. A software tier does not grant financial authority or include human adviser or specialist fees.

Choose your perspective

Explore before
you decide.

Start your own Free household, or take the fictional household tour before you decide.

Start Free Explore full demo