Included
Mapped to each plan
Essentials on every plan. Evidence and command features unlock on Exam Ready and Firm Command.
Advisor Core — $197/mo
- Managed WordPress operations
- Core, plugin, and theme update management
- Backup and restore management
- DNS help and staging URLs
- Free migration in and out
- Support for finance-sector teams
Exam Ready — $497/mo
- Everything in Advisor Core
- Website Evidence Pack for customer and stakeholder review
- Quarterly Posture Brief
- Named support channel
Firm Command — $997/mo
- Everything in Exam Ready
- Up to 3 sites included
- Monthly change log
- Stakeholder onboarding PDF
Optional Content Concierge ($350/mo) adds 4 hours of routine edits per month — see Pricing. Customer-specific timing and service commitments belong in the order confirmation.