Start with the Client360 core platform. Add the data tools, integrations, implementation assistance, and ongoing professional services your firm needs.
Start with Client360 Core. Add the capabilities your team needs.
Essential platform access for advisory workflows, household reviews, account analysis, reporting, and opportunity management.
Add advanced Redtail data-management and import capabilities for selected users.
Connect Client360 household information with Holistiplan tax-planning data.
ⓘ Data Import Utility and Holistiplan Integration require an active Client360 Core license for each assigned user.
Connect Client360 with the systems your firm already uses.
Connect Client360 advisory and operational information with Sage Intacct to reduce recurring spreadsheet work and improve financial reporting.
Requires an active Client360 organization subscription and an active Sage Intacct subscription.
Software is only part of the work. We help configure, implement, train, and optimize Client360 for your firm.
A prepaid implementation and consulting block designed to launch your Client360 environment successfully.
Prepaid consulting for ongoing optimization, configuration, training, and support.
ⓘ Professional services blocks are prepaid and non-refundable.
Choose the users, integrations, and professional services your firm needs. Your estimate updates instantly.
Named access to Client360 for one individual user.
$60 per user / monthImport, export, mapping, validation, and CRM data management.
$180 per user / monthConnect household and authorized tax-planning information.
$100 per user / monthOrganization-level Sage Intacct connection and reporting mappings.
$250 per organization / monthTwenty hours for setup, mappings, testing, training, and deployment support.
$5,000 per 20-hour blockTen hours for consulting, training, configuration, and ongoing support.
$2,500 per 10-hour blockNo. Data Import Utility and Holistiplan Integration licenses can be assigned only to users who need them. Each add-on user must also have an active Client360 Core license.
No. The Sage Intacct Integration is licensed at the organization level for $250 per month. Additional companies, environments, or customized integration requirements may require additional scoping.
No. Implementation services are purchased separately in prepaid 20-hour service blocks so the work can be tailored to your firm's configuration, data, and workflows.
The number of hours depends on your firm size, users, data quality, integrations, reporting requirements, training needs, and desired customizations.
Yes. Ongoing consulting, training, optimization, reporting assistance, workflow improvements, and configuration support are available through prepaid service blocks.
No. Implementation and Professional Services blocks are prepaid and non-refundable.
No. Client360 pricing does not include third-party subscriptions, licenses, transaction fees, or vendor charges.
Yes. Customized pricing is available for larger deployments, multiple organizations, specialized integrations, and expanded implementation scopes.
Yes. Add users, integrations, and professional services as your firm's needs evolve without paying for unnecessary functionality upfront.
Complete the Request Pricing form below. Our team will review your users, integrations, implementation needs, and support requirements before preparing a customized proposal.
