Family Office Partner Plans
Run a Family Office for Homeowners, Businesses and Professionals
Imagine the future of personalized digital Family Office partner access for homeowners, businesses, and licensed professionals — powered by Human + AI. WealthCloud360 helps you collaborate, automate workflows, and deliver a coordinated Family Office experience—all in one platform.
Explore our Family Office Suite and choose the plan that fits your needs.
Plans and pricing
All plans are designed to help you increase efficiency, grow revenue, and serve homeowners, businesses, and clients more effectively within the WealthCloud360 Partner Network.
Family Office
Access
Your first step into a Family Office experience.
from
$79
USD/user/month*
(Billed annually)
Best for: Homeowners & individuals
Basic advisor access
Professional introductions
Estate planning guidance
Limited insights
Concierge support
Family Office
Access
A coordinated household command center with a personalized Family Office experience.
from
$99
USD/user/month*
(Billed annually)
Best for: Couples, families, and growing households
Everything in Silver +
Mobile app access
Household dashboard
Strategic planning tools
Annual strategy session
Concierge support
Family Office
Access
Your personal and business Family Office — without needing ultra-high net worth.
from
$299
USD/user/month*
(Billed annually)
Best for: Business owners, founders, CEOs, professionals
Everything in Gold +
Dedicated Family Office Advisor
AI tools + CRM coordination
Business planning
Concierge support
Quarterly strategy
Your all-in-one household and business financial command center with a coordinated Family Office experience designed to help you organize, plan, and grow with clarity.
Virtual Family Office
Partner Network Access
Choose the level of access to scale your partner network—designed for licensed professionals to grow their business, automate workflows, and unlock new revenue opportunities.
Family Office
Partner
Perfect for individual advisors joining the Family Office network
from
$299
USD/user/month*
(Billed annually)
Perfect for: new partners
Access referrals + collaborate
Partner Network access
Client referral opportunities
Basic CRM & contact management
Household & relationship tracking
Client appointment scheduling
Email integration
Google / Outlook integration
Client meeting access (virtual)
Financial profile tracking
Opportunity management
Life events tracking
Business milestone tracking
Mortgage & asset tracking
Basic reporting dashboards
Client lifecycle management
Access to partner
Referral Opportunities
Collaboration with other professionals
Homeowner dashboards
Campaign performance dashboards
Referral network
Google + Outlook + Exchange integration
Unlimited client meetings (Add-On)
Agentforce AI (Add-On)
Concierge support
Lead, Account, Contact, and Opportunity Management
Single Sign-On (SSO)
Family Office
Partner
Turn WealthCloud360 into your full operating system
from
$599
USD/user/month*
(Billed annually)
Perfect for: growing partners
Everything in Starter +
Full Salesforce FSC access
Custom pipelines & deal tracking
Automated workflows for leads, clients and referrals
Email, SMS & task automation
Client lifecycle management
Reporting dashboards & performance analytics
Annual strategy session
Integration with AI Appointment Engine
Advanced household relationship mapping
Financial deal management
Asset & product tracking
Data processing engine
Actionable relationship center
Business rules engine
Client financial profiles
Automated follow-ups
Referral tracking system
Revenue tracking dashboards
Performance management dashboards
Advanced reporting features
Industry-specific business workflows
Relationship intelligence
High-performance trust building tools
Unlimited client meetings (Add-On)
Google + Outlook + Exchange integration
Single Sign-On (SSO)
Family Office
Partner
Full AI-Powered Family Office Platform
from
$999
USD/user/month*
(Billed annually)
Perfect for: elite advisors joining the Family Office network
Everything in Professional +
AI property summary
Equity insights
Estate planning relevance
Wealth transfer positioning
Auto-generated PDF reports
Automated advisor assignment
Smart follow-up automation
Open + click tracking
Meeting booking automation
Dashboard analytics
Identifies business owners
Sends AI outreach
Analyzes responses
Classifies needs (tax, exit, funding, etc.)
Routes to right advisor
Books meetings
Generates opportunity
Creates business owner summary
Assigns Family Office team
Assigns Family Office team
Advisor Routing
Enterprise Dashboards
Business Owner AI
AI SDR Automation
AI Appointment Engine
Quarterly strategy
Two-Way Conversations for SMS and WhatsApp
Single Sign-On (SSO)
Your all-in-one Family Office partner and business financial network command center—delivering a coordinated experience to help you organize, plan, and grow with clarity, all in one place.
AI-Powered Marketing & Automation Platform Access
Choose the level of access to scale your business, automate your workflows, and unlock new revenue opportunities.
Getting Started
Get the most value from marketing with a proactive partnership and personalized experience
from
$999
USD/user/month*
(Billed monthly)
Foundation Access
CRM-lite dashboard
Basic lead access
Appointment booking
Standard automation
Branded Messaging
ICP Development
Email Marketing
Content Creation
Robust Analytics
Productive Transparent Communications
Consulting
Quarterly Growth Campaigns
Campaign Performance Optimizations
Hubspot Automation
Salesforce Automation
Social Media Management
Basic SEO Optimization
Monthly Performance Report
Email Integration
Single Sign On
Scaling advisors
Marketing Unify all your data into a single customer profile
from
$1,499
USD/user/month*
(Billed monthly)
Growth Access
Includes everything in Tier 1 +
AI SDR + outreach automation
Data enrichment access
Priority lead routing
Advanced workflows
Lead Nurturing and Scoring
Virtual Assistant
Data Entry & Organization
Administrative Support
Campaign Reporting and Insights
Account-based Marketing
Email Marketing
Content Creation
Robust Analytics
Engage with data
Email Integration
Inbound Marketing
Marketing Automation
Email Automation
Communication Management
Client Appointment Management
Google Integration
Outlook Office 365 Integration
MS Exchange Integration
Single Sign On
Top producers & teams
Grow your business with marketing automation on the world’s #1 AI Platform
from
$2,499
USD/user/month*
(Billed monthly)
Enterprise / Family Office Access
Includes everything in Tier 2 +
Dedicated AI automation engine
Premium deal flow opportunities
Multi-channel campaigns
Custom integrations
Concierge support
AI-powered Emails and Campaigns
High Rate of Content Production
OMNI-Channel Marketing
Multi-Channel Journeys
Social Media Management
Marketing Automation
Engage with data
Email Integration
Access To New Markets
Executive Assistant
Higher Earning Potential
Scheduled Appointments
Opportunity Management
Google Integration
Outlook Office 365 Integration
MS Exchange Integration
Single Sign On
Our Family Office empowers professionals to increase profitability, improve efficiency, and align strategic business decisions—serving as your trusted partner for expert industry intelligence.
Join thousands of professionals already using our Family Office platform.
Contact our family office team to discuss solutions that fits your individual and business needs.
