Client First Alpha
Client First Alpha

Subscription Plans

Plans built around how much wealth you're tracking.

Alpha360 is priced around your household or family office, not a flat monthly fee. The tiers below give you a sense of what’s included at each level — final pricing is always confirmed on a call with an advisor, matched to what you actually need tracked.

Free

Get your number

For anyone who wants a first, honest look at where their wealth actually stands.

  • ✓Net-worth calculator across 6 asset classes
  • ✓One-time blockage & liquidity snapshot
  • ✓Email summary of your results
  • ✓No document upload required
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Most Popular

Premium

Live dashboard, always current

For individuals and families who want their full net worth tracked, alerted on, and rebalanced.

  • ✓Unified digital dashboard across all asset classes
  • ✓Live gold, equity & mutual fund valuations
  • ✓Blockage, liquidity & concentration alerts
  • ✓Maturity & renewal reminders
  • ✓Rebalancing suggestions with your advisor
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Family Office

For multi-generational, multi-entity wealth

For families and business owners tracking wealth across multiple members, entities, and advisors.

  • ✓Everything in Premium, per family member
  • ✓Business equity & private holdings support
  • ✓Consolidated household net-worth view
  • ✓Dedicated relationship manager
  • ✓Priority access to advisors across Shield360 & Legacy360
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Figures above describe what’s included, not a price list. Alpha360 subscriptions are quoted per household or family office after a short call, so you’re never paying for tracking you don’t need.

Not Sure Which Tier?

Start with the free snapshot

Most people start with the free net-worth calculator, see where their wealth is genuinely sitting, and then talk to us about whether Premium or Family Office fits.

Try the Free Calculator

Ready to Talk Numbers?

Let’s find the right plan for your wealth.

No self-serve checkout, no card required up front — just a conversation about what you own and what you need tracked.

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