Plans & Pricing
Find the Plan That Fits How You Work
From hands-off automation to hands-on control, we offer marketing plans for every kind of advisor, no matter where you are in your business journey.
Do-It-Yourself Plan
Advisor Essentials
$49/mo
Billed Monthly
$199 Setup Fee - Free Setup
Ideal for advisors who prefer to create and manage their own marketing, with intuitive tools and a luxury-focused content library.
Done-For-You Plan
Advisor
Pro
$99/mo
Billed Monthly
$199 Setup Fee - Free Setup
Ideal for advisors who want done-for-you marketing that’s branded, pre-scheduled, and designed to save time—with the flexibility to make it their own.
Website Design + Hosting
Advisor Website Only
$49/mo
Billed Monthly
Website DesignS StartING at $299
For advisors who simply just need a professional website, secure hosting, and reliable support.
Includes full platform access:
Do-It-Yourself Plan
Advisor Essentials
$44/mo
Billed Yearly
$199 Setup Fee - Free Setup
Ideal for advisors who prefer to create and manage their own marketing, with intuitive tools and a luxury-focused content library.
Done-For-You Plan
Advisor
Pro
$89/mo
Billed Yearly
$199 Setup FeE - Free Setup
Ideal for advisors who want done-for-you marketing that’s branded, pre-scheduled, and designed to save time—with the flexibility to make it their own.
Website Design + Hosting
Advisor Website Only
$44/mo
Billed Yearly
Website Designs StarTing at $299
For advisors who simply just need a professional website, secure hosting, and reliable support.
Includes full platform access:
Prefer a walkthrough?
We’d love to show you around.
Compare Our Plans
Feature | Essentials Plan | Pro Plan | Website Plan |
|---|
EMAIL MARKETING | |||
|---|---|---|---|
Branded Newsletter Template | Optional Access | ||
Email Campaign Designer + Scheduler | Optional Access | ||
Articles + Campaigns Content Library | Optional Access | ||
Canva Integration | Optional Access | ||
Build & Send Custom Campaigns | Optional Access |
Done-For-You Email Marketing |
|---|
Done-for-you Email Campaigns | Cell | Up to two (2) per month | Cell |
Campaign Preview Emailed to You | Cell | Cell | |
Done-for-you Custom Intro Section | Cell | Cell | |
Edit Done-for-you Campaigns | Cell | Cell | |
Campaigns Drafted or Auto-scheduled | Cell | Cell |
Social Media marketing | |||
|---|---|---|---|
Social Media Post Designer + Scheduler | Optional Access | ||
Social Media Content Calendar | Optional Access | ||
Social Media Content Library | Optional Access | ||
Canva Integration | Optional Access | ||
100+ Branded Canva Templates | Optional Access |
Done-For-You Social Media |
|---|
Done-for-you Social Posts | Cell | Up to thirty (30) per month | Cell |
Pre-Scheduled Content Calendar | Cell | Cell | |
Monthly Content Preview | Cell | Cell | |
Branded Hashtags | Cell | Cell | |
CTA Caption | Cell | Cell | |
Campaigns Drafted or Auto-scheduled | Cell | Cell | |
Edit Your Social Content | Cell | Cell |
WEBSITE Design & Hosting | |||
|---|---|---|---|
Professional Website Design* | Optional Access | Optional Access | |
Website Hosting** | Optional Access | Optional Access | |
Easy to Use Website Editor | Optional Access | Optional Access | |
Website Lead Magnet + Opt-In Form | Optional Access | Optional Access | |
Website Analytics | Optional Access | Optional Access | |
Website Support & Maintenance | Optional Access | Optional Access |
*Website design sold separately. Website designs starting at $299 one-time setup fee. View website design options here.
**Website hosting only applies for Truevail designed websites. Truevail does not host or support 3rd party websites.
LEAD CAPTURE & GROWTH Tools | |||
|---|---|---|---|
Exclusive Lead Magnet | Optional Access | ||
Lead Magnet Landing Page & Opt-In | Optional Access | ||
Embeddable Opt-In Forms + Pop-ups | Optional Access | ||
Opt-in Autoresponder Campaign | Optional Access | ||
Form Installation Support | Optional Access |
MARKETING AUTOMATION & CRM | |||
|---|---|---|---|
Contact Management CRM | Optional Access | ||
Campaign Performance Analytics | Optional Access | ||
Newsletter Automations for Opt-Ins | Optional Access | ||
Tagging + Segmentation | Optional Access |
SUPPORT | |||
|---|---|---|---|
Human Support + Knowledgebase | |||
Video Tutorials + Walkthroughs | |||
Access to Live Platform Workshops |
Flexibility | |||
|---|---|---|---|
Month-to-Month Billing | |||
No Contracts or Cancellation Fees | |||
Free Trial (1st month included) | |||
Upgrade, Pause, or Switch Plans Anytime |