Choose the Knomee Plan That Fits Your Practice

All plans include BeFi client adventures and AI insights. Try Knomee risk-free for 30 days.

Essential

$0

$1,299

$99 per advisor seat / month
$0 - first month free

$1,200 one-time setup fee
$0 - early adopter discount

Essential features include:

✔️ Library of guided BeFi “adventures” to help clients explore values & goals;

✔️ 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.

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Premium

custom pricing

Built for mid-tier broker dealers, RIA aggregators, > $5B AUM.

Premium features include:

✔️ Everything in Essential Knomee

✔️ 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.

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Enterprise

custom pricing

Built 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.

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