Simple, Staightforward Pricing
All pricing plans are billed annually and backed by a 90-day satisfaction guarantee.
Startup
Growth
Scale
Enterprise
Included Seats
Number of users from the firm included.
2
5
30
Custom
Included Client Folders
100
250
1500
Custom
ALL PLANS INCLUDE
Secure Client Uploader
- Clients can upload on computer & mobile
- Custom subdomain, logo, font, and colors
Advisor Document Portal
- Access client documents, data extracts & reports
- Manage household folders & upload scanned documents
Standard & Custom Reports
- Full access to standard reports
- Firm specific custom reports for an additional fee
Integrations
- File Storage, CRM & Financial Planning
Onboarding & Support
SOC2 Compliant Platform
ADD-ONS
Additional Client Folders
- $1 /month
Additional Seats
- $50 /month
Custom Reports
- Starting at $100 /month
READY TO GROW?
Schedule a Demo
See Flextract in Action
Discover how effortless data gathering and actionable insights transform your business development process. Get the comprehensive data you need quickly, generate powerful personalized insights to educate prospects, and win more financial planning clients.