Simple, transparent pricing
The tool that pays for itself in
the first two prospects
White-labeled financial clarity for licensed financial professionals. No setup fees. No contracts. Cancel anytime.
✓ 30-day free trial · No credit card required
Choose your plan
Solo
$89
per month
1 agent · $89/seat
✓ White-label branding
✓ Custom subdomain
✓ AI Assist on all steps
✓ ElevenLabs voice AI
✓ Financial Clarity Score
✓ Agent intelligence brief
✓ Unlimited leads
✓ Email notifications
Start free trial →
Most Popular
Growth
$325
per month
Up to 5 agents · $65/seat
✓ Everything in Solo
✓ 3 agent seats
✓ Shared portal access
✓ Team analytics
✓ Priority support
Start free trial →
Team
$600
per month
Up to 10 agents · $60/seat
✓ Everything in Growth
✓ 10 agent seats
✓ Agency analytics
✓ Dedicated onboarding
✓ CRM webhook ready
Start free trial →
Agency
$1,375
per month
Up to 25 agents · $55/seat
✓ Everything in Team
✓ 25 agent seats
✓ Full white-label
✓ Account manager
✓ Custom branding
Start free trial →
Enterprise
Custom
negotiated pricing
Unlimited agents
✓ Everything in Agency
✓ Unlimited agent seats
✓ Per-agent pricing
✓ SLA guarantee
✓ API access
Contact us →
How seat pricing works
Growing between plans? Pay per seat — no forced upgrades.
If your team grows beyond your plan's included seats, additional agents are billed at your current plan's per-seat rate. You stay on your plan until upgrading becomes the better deal — and we'll tell you exactly when that is.
Per-seat overage rates
Growth (beyond 5 seats)
$65/seat/mo
Team (beyond 10 seats)
$60/seat/mo
Agency (beyond 25 seats)
$55/seat/mo
When upgrading saves you money
Growth → Team
At 10 agents, Growth + overages = $650/mo. Team flat rate = $600/mo. Upgrade saves $50/mo and adds capacity.
Team → Agency
At 25 agents, Team + overages = $1,500/mo. Agency flat rate = $1,375/mo. Upgrade saves $125/mo.
Agency → Enterprise
At scale, Enterprise offers custom per-seat pricing, SLA guarantees, and dedicated support. Contact us for a quote.
Everything included in every plan
All plans include the full TruFolio platform — no feature gating.
| Feature |
Solo |
Growth |
Team |
Agency |
| White-label branding | ✓ | ✓ | ✓ | ✓ |
| Custom subdomain ({your-name}.trufolio.app) | ✓ | ✓ | ✓ | ✓ |
| AI Assist — voice interview on all steps | ✓ | ✓ | ✓ | ✓ |
| ElevenLabs voice AI (Rachel TTS) | ✓ | ✓ | ✓ | ✓ |
| Financial Clarity Score | ✓ | ✓ | ✓ | ✓ |
| Agent intelligence brief | ✓ | ✓ | ✓ | ✓ |
| Unlimited prospect submissions | ✓ | ✓ | ✓ | ✓ |
| Email lead notifications | ✓ | ✓ | ✓ | ✓ |
| Mortgage live analysis (ARM, balloon, bi-weekly) | ✓ | ✓ | ✓ | ✓ |
| Client account portal | ✓ | ✓ | ✓ | ✓ |
| Agent seats | 1 | 5 | 10 | 25 |
| Team analytics dashboard | — | ✓ | ✓ | ✓ |
| Dedicated onboarding | — | — | ✓ | ✓ |
| CRM webhook integration | — | — | ✓ | ✓ |
| Account manager | — | — | — | ✓ |
💳 Cancellation & Refund Policy
All plans include a 30-day free trial with no credit card required. After your trial, you can cancel at any time from your account settings — your subscription ends at the close of the current billing period and you will not be charged again. We do not offer prorated refunds for partial months. If you believe you were charged in error, contact
joe@trufolio.app within 30 days and we will make it right.
Frequently asked questions
What is included in the free trial? +
The 30-day free trial includes full access to all features on your selected plan — white-label branding, custom subdomain, AI Assist, voice AI, Financial Clarity Score, agent intelligence brief, and unlimited prospect submissions. No credit card is required to start.
Can I change plans after I sign up? +
Yes — you can upgrade or downgrade your plan at any time from your account settings. Upgrades take effect immediately. Downgrades take effect at the start of your next billing cycle. If your team grows beyond your plan's included seats, additional agents are billed at your current plan's per-seat rate — you are never automatically bumped to a higher tier.
Do my prospects pay anything? +
No. TruFolio is completely free for prospects. They complete the financial assessment at no cost. You pay the subscription fee as the financial professional using the platform.
What does "white-label" mean? +
Your prospects see your name, photo, credentials, and brand — not TruFolio's. The assessment link is your personalized subdomain (e.g., yourname.trufolio.app). Prospects interact with your branded experience from start to finish.
Is my prospects' financial data secure? +
Yes. All data is encrypted in transit (TLS) and at rest. TruFolio does not sell or share prospect data with third parties. We do not request Social Security numbers, bank login credentials, or any sensitive authentication information. See our
Privacy Policy for full details.
Do you offer agency or enterprise pricing? +
Yes. For agencies with more than 25 agents or organizations that want custom per-seat pricing, volume discounts, SLA guarantees, or API access, contact us at
joe@trufolio.app to discuss enterprise terms.
How does the referral program work? +
When you refer another financial professional who subscribes to TruFolio, you receive a 10% monthly credit on their subscription — applied directly to your bill. Credits vest after 90 days and are capped at $500/month per referral for enterprise accounts.
Ready to see it clearly?
Join financial professionals who start every prospect conversation with a complete financial brief — before hello.
Start your free 30-day trial →