Priced per advisor.
Not per promise.
Start free for a month with the whole platform open. Move to a seat licence when it has earned it. Deploy inside your own infrastructure when scale or policy requires it.
Explore
For an individual advisor who wants to test the platform against real client work before involving anyone else.
First month. No card required.
- ✓One advisor seat, full platform access
- ✓Every AI OS Solution unlocked for the month
- ✓Morning brief, meeting prep, and follow-up drafting
- ✓Portfolio construction with your own constraints
- ✓One CRM and one custodian connection
- ✓Up to 25 households
- ✓Email support, one business day
Nothing renews automatically. At day 30 you choose whether to continue.
Practice
For the whole firm. The complete Multi-Solution AI OS, running your operating rhythm end to end.
Billed annually. Minimum one seat, no maximum.
- ✓Everything in Explore, for every advisor on the team
- ✓The full Multi-Solution AI OS, all solution tiers
- ✓Unlimited households, portfolios, and documents
- ✓All CRM, planning, and custodian connections
- ✓Continuous compliance surveillance with written audit trail
- ✓Client portal at app.tempracapital.com for your clients
- ✓Listing in the Tempra advisor marketplace
- ✓Federated learning across your firm, inside your boundary
- ✓Named onboarding manager and white-glove migration
- ✓99.9% uptime commitment
Founding cohort: the first ten firms lock this rate for 24 months.
Enterprise
For firms whose security, data residency, or scale requirements mean the platform has to run inside their own walls.
Scoped to deployment, seats, and support model.
- ✓Everything in Practice, without seat ceilings
- ✓Full deployment inside your own infrastructure
- ✓Private model boundary and your own retention policy
- ✓SSO / SAML, SCIM provisioning, role-based access control
- ✓Custom AI OS Solutions built to your mandate
- ✓Firm-branded client and advisor experience included
- ✓Security review, penetration test support, and DPA
- ✓Dedicated solutions architect
- ✓Quarterly roadmap input and priority engineering
Most enterprise deployments complete security review and go live inside a quarter.
Prices are in USD and exclude applicable taxes. A seat is one licensed advisor or portfolio manager; operations, compliance, and support staff use the platform without consuming a seat.
The full comparison.
| Capability | Explore | Practice | Enterprise |
|---|---|---|---|
| Platform | |||
| Advisor seats | 1 | Unlimited | Unlimited |
| Households | Up to 25 | Unlimited | Unlimited |
| AI OS Solutions | All, for 30 days | All | All, plus custom |
| Morning brief & meeting prep | ✓ | ✓ | ✓ |
| Portfolio construction with hard constraints | ✓ | ✓ | ✓ |
| Client portal for your clients | — | ✓ | ✓ |
| Integrations | |||
| CRM connections | One | All supported | All, plus custom |
| Custodian connections | One | All supported | All, plus custom |
| Planning tools (eMoney, MoneyGuide) | — | ✓ | ✓ |
| Compliance & governance | |||
| Continuous compliance surveillance | Read-only | ✓ | ✓ |
| Written audit trail | ✓ | ✓ | ✓ |
| Data residency control | — | Region select | Your infrastructure |
| SSO / SAML and SCIM | — | — | ✓ |
| Security review & DPA | — | Standard DPA | Full review |
| Growth | |||
| Marketplace listing | — | ✓ | ✓ |
| Firm-branded deployment | — | Add-on | Included |
| Support | Named manager | Solutions architect | |
| Roadmap input | — | Founding cohort | Quarterly |
Before you commit.
If your question isn't here, ask it in the demo. We'd rather answer it before you sign than after.
What counts as a seat?
One licensed advisor or portfolio manager who makes recommendations in the platform. Operations, compliance, service, and support staff use the platform without consuming a seat — a five-advisor firm with four support staff pays for five seats.
What happens at the end of the free month?
Nothing automatic. We don't hold a card during Explore, so there is nothing to charge. Your instance moves to read-only and your data stays available for export for 60 days. If you continue on Practice, everything you built during the month carries over intact.
Is my firm's data used to train models for other firms?
No. Federated learning compounds inside your firm's boundary. Patterns your advisors generate improve your instance and no one else's. On Enterprise the boundary is your own infrastructure, so the question doesn't arise.
Do we have to replace our current stack?
No. The platform reads from and writes back to Wealthbox, Redtail, eMoney, MoneyGuide, Schwab and Fidelity. There is no migration, and your advisors keep working in the tools they already know.
What is the founding cohort rate lock?
The first ten firms on Practice hold their per-seat rate for 24 months from signature, regardless of later list price changes, and get standing input into the quarterly roadmap. It is capped at ten so the commitment stays real.
Can we move from Practice to Enterprise later?
Yes, and most firms that get there do it in the second year. Your configuration, connections, and accumulated firm knowledge migrate into the in-house deployment; annual fees already paid are credited against the enterprise agreement.
Start free, or start with a conversation.
Explore needs nothing from us — sign in and it's open. If you'd rather see it run against your own book first, book thirty minutes and we'll bring your firm profile already researched.