For a household
$0
Find the first place to start.
Answer five questions and receive an opening brief. You do not need an account or a credit card.
See what matters firstPricing
Start with one useful answer. Pay when you want X1 to stay.
A household can see what matters first without an account. An advisor can receive a shared review for free or run one assisted pilot. The prices below are for keeping X1 in the work after that.
Before a subscription
See the work before you decide what to buy.
The first step should answer a real question. It should not require a platform decision.
For an independent advisor
$0
Put one review in a real meeting.
A household-shared review is free to receive. Qualified practices can run one assisted pilot before choosing a firm plan.
Run one household reviewHousehold membership
Keep the record as the work changes.
Membership keeps the household's documents, cited answers, reviews, and professional handoffs in one place.
$97per month
$997 per year
- A private document vault that keeps the source with the work
- Ask X1 answers grounded in the household's own documents
- Tax return and estate plan document reviews
- A family-office blueprint and packets you can share with an advisor
Professional fees are separate. X1 does not replace the licensed judgment of your advisor, CPA, or attorney.
Independent advisor practices
Pay when you want to repeat the review.
Firm plans begin after the assisted pilot. Each plan includes the household review workflow, client approval, professional handoff, and the record of confirmed outcomes.
See the advisor pathAdvisor Pro
1 seat · 10 client households
$499/month
Team
3 seats · 18 client households
$899/month
Practice
5 seats · 30 client households
$1,499/month
Additional client households are $50 per month. Additional seats are $149 per month.
Run one household reviewUnusual household or firm complexity
Start with the situation, not a package.
X1 Black and custom firm arrangements are scoped around the people, records, and professional work involved. We will tell you whether X1 fits before discussing a custom engagement.
Before you choose
Straight answers about the bill.
When do I have to pay?
You do not pay to answer the five opening questions. A qualified advisor practice can also run one assisted pilot before choosing a firm plan.
Does X1 replace my financial professionals?
No. X1 prepares evidence and coordinates approved work. Your professionals keep responsibility for licensed advice and judgment.
Can I cancel a household membership?
Yes. Household membership has no long-term contract. You can cancel the recurring plan.
How does X1 protect my information?
Access stays specific to the people you authorize, and AI answers remain tied to sources you can inspect. Read the trust model.
