Start free and see where you stand. Upgrade when the plan is worth more than the spreadsheet. All prices in USD.
Find out where you stand — your Vista Score, free.
$0forever
The full retirement + legacy plan, updated every month.
$39/ month
Plan it, then execute it — automated trading on top of the full plan.
$99/ month
Wills created in Wealth Vista are drafts prepared for professional review. They are not legal advice, and paid review by a qualified professional is a separate service you arrange yourself. Your plan choice is carried into signup; existing eligibility rules still apply to any campaign or offer.
Wealth Vista is software, not a fiduciary. Professionals remain responsible for advice delivered to their clients; consumers should consult a certified professional before acting.
Every plan includes a monthly document allowance. Credits are only used once that allowance runs out, and every answer cites the part of the document it came from.
100
credits
$10
500
credits
$40
2,000
credits
$140
The Wealth Vista CRM is free for professionals, with unlimited clients and prospects and no per-seat charges. You only pay when you switch on an AI add-on. Financial planners, wealth managers, tax preparers, estate lawyers, insurance brokers and firms all use the same ladder.
$0/ month
Free CRM with unlimited clients and prospects. No per-seat charges.
$49/ month
Core Vista AI planning across your book.
$129/ month
Higher AI usage and document processing for a growing practice.
$299/ month
Firm-level AI capacity across multiple professionals.
Professionals earn 20% lifetime recurring commission on the subscriptions of clients they bring to Wealth Vista, for as long as those subscriptions stay active.
