Simple, transparent pricing.

Per seat / per month

Billed annually · minimum seats apply

Connect

$80

per seat / month

1 platform

Illuminate

$155

per seat / month

Up to 3 platforms

Command

$240

per seat / month

Unlimited platforms

Natural language queries

Ask questions in plain English across your connected systems.

1 platform

Up to 3 platforms

Unlimited platforms

Cross-system queries

CRM + portfolio + custodian data in a single query.

—

Proactive alerts

Up to 5 active

Unlimited

Dashboards & data visualizations

Standard

Advanced + export

Audit trail & query history

Read-only access architecture

Firm-level admin & permissioning

—

Compliance documentation pack

SLA, audit trail export, query attestation logs, CCO reporting.

Add-on ($5/seat/mo)

Dedicated customer success manager

—

Support

Standard

Priority

Priority + dedicated

Magic Wand — intelligent analysis

AI-generated portfolio summaries, anomaly detection, and proactive insights. Billed as plain dollar spend — every run appears on your invoice at a fixed per-run rate.

$4.00 / run, pay-as-you-go

$60 included / seat / mo

$3.40 / run thereafter

$150 included / seat / mo

$3.00 / run thereafter

Unlimited queries and alerts included on all plans.

Magic Wand billed as plain dollar spend — no abstract credits.

Firm-wide Magic Wand allowance pools across seats on Illuminate and Command.

“

WealthIris gave our advisors their afternoons back. Questions that used to take hours to answer now take seconds.

Head of Advisory Operations

Multi-family RIA, $4B AUM

Common Questions

Everything you need to know.

Ready to see it with your own data?

We’ll connect to your existing stack and show you exactly what WealthIris surfaces — using your actual accounts and your actual questions.

Request a Demo