Simple, Transparent Pricing
Choose the perfect plan for your needs. Always flexible to scale as you grow.
Solo Practitioner
Perfect for independent advisors managing their own book or for trying out Overvue.
$157
/month
- 1 advisor seat
- Client identity sharing and verification
- Client account aggregation
- File share
- 3 custom forms
- 5 client links per month
Most Popular
Advisory Team
For growing teams and businesses.
$210
/month
+ $52 per month per additional seat, up to 5 team members
- 1 advisor seat
- Up to 5 additional team member seats
- Team controls and shared access
- Client identity sharing and verification
- Client account aggregation
- File share
- Unlimited custom forms
- Unlimited client links per month
Enterprise
Need more than 5 seats, or want to connect Overvue with tools already in use?
Custom
Includes everything in Team, plus
- Unlimited advisors and databases
- Custom integrations
- Dedicated account manager
- Custom contracts and term length
How It Works
Getting started is simple. We'll guide you through every step.
1
Request Account
Click "Request Account" on your preferred plan to get started.
2
Schedule Your Call
Book a convenient 15-minute call with our team for personalized setup.
3
Get Your Access
Receive your unique signup link and start using your account immediately.