A AdvisorLevel Texting

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Simple, advisor-friendly pricing

Start with Texting at $19.99/mo. Upgrade as you grow. Cancel anytime — your records stay safe.

Wedge

Texting

$19.99 /mo

annual ($29.99 monthly)

✓ 1 SMS+MMS+RCS+Voice number
✓ 575 SMS / month
✓ 100 voice forwarding minutes
✓ Bandwidth carrier-direct
✓ Lite CRM bundled
✓ WORM archive
✓ Lexicon scanning
✓ Supervisor review
✓ Redtail sync (deep)

Start free trial

Starter

$59 /mo

annual ($79 monthly)

✓ Everything in Texting
✓ 1,500 SMS / month
✓ 250 voice min / month
✓ Booking module
✓ AI Assistant
✓ Wealthbox sync

Pro

$129 /mo

annual ($159 monthly)

✓ Everything in Starter
✓ 5,000 SMS / month
✓ 500 voice min / month
✓ Marketing module
✓ Workflows builder
✓ Forms + e-sign

Agency

$299 /mo

annual ($349 monthly)

✓ Everything in Pro
✓ 15,000 SMS / month
✓ 1,500 voice min / month
✓ Multi-advisor management
✓ White-label custom domain
✓ Transcribe module

Add-ons

· Additional number: $5/mo
· SMS overage: $0.02/msg
· MMS overage: $0.05/msg
· RCS overage: $0.02/msg
· Voice overage: $0.05/min
· 10DLC setup: $50/number (one-time)
· Compliance officer seat: $29/mo
· Extra retention years: $10/mo per added year

All numbers are SMS + MMS + RCS + voice-capable on Bandwidth. RCS is the same price as SMS for richer messages.