Pricing

Monthly
Annually
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Free Trial

14 days

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100 households
Winton: mobile-friendly client app
Refinancing tool
Generate standard cash flow strategies

Starter

$97/month

$82/month

Purchase
100 households
Winton: mobile-friendly client app
Refinancing tool
Generate branded cash flow strategies

Growth

$199/month

$169/month

Purchase
500 households
Winton: mobile-friendly client app
Refinancing tool
Generate branded cash flow strategies
Training, coaching support, and marketing materials

Enterprise

Custom

Contact us
1000+ households
Winton: mobile-friendly client app
Refinancing tool
Generate customized & branded cash flow strategies
CacheFlo Learn access &
self-serve training tools for teams
Advisor opportunity scores
Tailored live training for your organization
Client health scores
Management analytics report
Early access to new features