Choose the Knomee Plan That Fits Your Practice
Essential
$199 per Advisor seat per month
Essential features include:
✔️ Library of guided BeFi adventures to help clients explore values & goals
✔️ 125 client profiles
✔️ AI-supported goal articulation
✔️ Advisor dashboard
Custom, secure client invitation link
AI-powered personalized conversation starters and structured insights
Real-time CSV downloads of permissioned client data & AI insights
✔️ Ready-to-send templates to introduce clients at key touch points
✔️ Email alerts when clients complete adventures
✔️ Onboarding and implementation support
Best for independent advisors
Premium
Tiered from $99 per month
Best for mid-tier broker dealers, RIAs managing over $5B AUM
Premium features include:
✔️ Everything in Essential
✔️ Brand and messaging customization
✔️ Automated client & advisor reminders to boost engagement
✔️ Tools and templates for client continuity during M&A and advisor succesion
✔️ Quaterly reporting on adoption, engagement and client outcomes
Enterprise
Custom pricing
Best for national broker dealers, banks, insurers and retirement plan administrators
Enterprise features include:
✔️ Everything in Premium Knomee
✔️ Fully configurable client adventures
✔️ Training for advisors and cross-functional teams
✔️ CRM and planning tool integration
✔️ API access for data sharing and system integration
✔️ Deep collaboration with enterprise compliance, risk planning and marketing teams