One product. Priced by how many of you need it
Growth is one user and includes every module, every working tool and the AI coach. Architect covers up to 5 users on one firm and adds the team layer, role-based access and firm dashboard; Enterprise, more.
Growth
one user, billed monthly
One user. Full platform access — every module, every working tool and the AI intelligence.
- All 10 modules unlocked
- Precision tools
- AI Coach + Archetype Intelligence
- CRM integrations (Wealthbox, Redtail) — coming soon
- Evidence of Value PDF export
- 100-Day Sprint Framework
One user, with every module, every working tool, the AI coach and the archetype weighting, the opportunity engine across your whole book, and Evidence of Value export. Architect and Enterprise add more users, together with the team layer, role-based access and firm dashboard.
14-day free trial · No credit card required
Architect
up to 5 users on one firm, billed monthly
Everything in Growth, for up to 5 users linked under one firm with shared data.
- Everything in Growth
- Up to 5 users on one firm
Growth, for a team. Up to five users linked under one firm, sharing data, billed flat rather than per advisor. It has everything in Growth and adds the team layer, role-based access and firm dashboard for the people it covers.
Enterprise
For firms needing more than 5 users. Priced per firm — talk to us.
- Everything in Growth
- More than 5 users
- Firm-level aggregate dashboard
- Role-based access control
Growth, for a firm that needs more than five users. The firm-level Command Center shows aggregate opportunity value across every advisor's book, with role-based access for principals, advisors and compliance.
What's inside
Precision Tools — a sample
Monte Carlo Revenue Forecast
Revenue & ForecastingRun 1,000+ simulations across optimistic, base, and conservative assumptions.
Fee Elasticity Analyzer
Pricing & FeesModel how a fee increase or restructure impacts client retention probability.
Practice Valuation Calculator
Practice AcquisitionCalculates practice value using revenue multiple, EBITDA multiple, and DCF methods.
Deal Flow Simulator
Sales & PipelineMonte Carlo simulation of your sales pipeline with 12-month revenue variance.
Concentration Risk Dashboard
Revenue & ForecastingLive dashboard showing client concentration risks and diversification opportunities.
Unconventional Growth Strategies
Revenue & ForecastingBrowse 56 contrarian growth tactics that separate top performers from average advisors.
Sprint Planning Wizard
Sprint & ExecutionStep-by-step wizard for identifying quick wins in your 100-day sprint.
Succession Readiness Analysis
Succession & ExitComprehensive scored assessment of your succession planning readiness across 7 areas.
Included in Growth, Architect & Enterprise
A ledger of the value you record, ready to export.
Every opportunity you act on creates a ledger entry. Every opportunity confirmed updates your Evidence of Value report — a branded PDF showing exactly what was found, acted on, and worth.
Most platforms ask you to trust the value. Synseus shows you the number.
Illustrative example — not real client results.
Full Feature Comparison
Every feature across every plan — no surprises
| Feature | Growth | Architect | Enterprise | |
|---|---|---|---|---|
| Platform | ||||
| Modules Unlocked | 10 of 10 | 10 of 10 | 10 of 10 | |
| AI & Intelligence | ||||
| Archetype Intelligence | ||||
| AI Coach | ||||
| AI Intelligence Page | ||||
| Contrarian Plays | ||||
| Advanced Analytics | ||||
| Geographic Intelligence | ||||
| Operations | ||||
| 100-Day Sprint | ||||
| CRM Integrations | Coming soon | Coming soon | Coming soon | |
| Reporting | ||||
| Evidence of Value | Full | Full | Full | |
| PDF Export | ||||
| Peer Benchmarking | ||||
| Architect & Enterprise | ||||
| Users | 1 user | Up to 5 on one firm | More than 5 | |
| Team Layer | — | |||
| Role-Based Access | — | |||
| Firm Dashboard | — | |||
Start building your elite practice today
14-day free trial on Growth. No credit card required.