Start free. Scale when it pays for itself.
Every plan includes bilingual EN/ES client reports and Familia household support.
✓ Built for advisors serving bilingual families
How Introductions Work
This is how introductions will work at launch. Reserve your spot now.
At launch, each introduction will be reviewed by a person, not an algorithm — we read the family's plan and share it only with an advisor who meets the directory's credential eligibility and stated focus and language criteria. This is not a recommendation or endorsement. Here is what we are committing to:
- ✓If an introduction is not a genuine fit, tell us and we will credit that introduction back to your account — one email, no argument
- ✓Credits will not expire, and they stack with the referral credits you earn from colleague and client invites
- ✓You control your availability: pause introductions anytime without losing your banked balance
- ✓Client data can be used in WiseNest or exported — CSV, PDF, RightCapital, eMoney Advisor, or MoneyGuidePro.
Example: once introductions open, your Connect plan includes 1 a month. If one is not a fit, tell us and we credit that introduction back — your plan price does not change either way.
Month-to-month on all plans · Cancel anytime · No contracts
→ Outgrown the free listing? Upgrade when your roster does.
Your Founding Rate Is Reserved — No Payment Yet
Register free and your founding rate is reserved. The directory is open now; the paid introduction tiers open later. Nothing is charged today — we'll ask for payment only when the paid tiers open, and you can decline then.
Reserve during early access to lock in your founding annual rate. Founding pricing is available for about 90 days after we launch — after that window closes, standard rates apply.
Zero re-entry — import the full plan into your existing system or stay in WiseNest
Full data handoff: PDF, CSV, or direct import formats.
Onboarding Support
White-glove onboarding included — we set your profile up with you, step by step.
Bilingual Platform
Full EN/ES support built in. Not a translation layer — native bilingual by design.
Controls implemented; SOC 2 Type II observation underway.
Controls implemented; SOC 2 Type II observation underway. AES-256 encryption. US data centers only.
Dedicated Family Portal
Every client family gets their own branded portal — private, secure, multigenerational.
Invite your clients' entire familia
Up to 5 family members included with every plan — parents, adult children, abuelos.
Multi-generational household support is standard. No premium tier required.
The more clients you activate, the more you earn back.
Every Pro or Familia client family you bring to WiseNest earns you a one-time billing credit about 90 days after their paid activation is recorded. Each referral adds its own credit, so the credits add up across all your clients.
Each credit is issued once per referred client, about 90 days after the referral's paid activation is recorded.
💡 Example: 5 Pro clients you refer = $75 in one-time credits, enough to cover most of one month of your $79 Connect plan.
Every introduction will include
They will arrive with their numbers already done.
See the difference in what you receive at each tier.