Simple, straightforward pricing.

Harbor's Financial Health Quiz + Planning Preview technology is priced according to the number of practitioners at your firm.

Independent

$85 / month

(up to three practitioners)

Features:

  • Basic customization
  • Single login to advisor dashboard 

Ensemble

+ $35 / month

(per practitioner, up to seven)

+ Features:

  • Multi-user login to dashboard
  • Content customization

Enterprise

+ $30/month

(per practitioner, 8+)

+ Features:

  • Onboarding customization
  • Criteria-based prospect routing