For Advisors & Firms
Advisor Platform Pricing
Platform subscriptions and certification designed so the investment is a fraction of the advisory revenue STRIDE-AI methodology enables you to deliver.
Looking for organization advisory services?
Advisor Platform Pricing covers platform subscriptions and certification for advisory professionals. If your organization is seeking AI advisory services, visit Advisory Services to explore engagement options.
View Advisory ServicesSolo Practitioner
Everything an independent advisor needs to deliver STRIDE-AI engagements
- Full STRIDE-AI assessment engine
- AI-powered executive report generation
- Client portal with branded deliverables
- Up to 5 active client engagements
- Assessment history and trend tracking
- Industry-specific question sets (23 verticals)
- Governance and compliance checklists
- Email support
Small Firm
Collaborative tools for advisory teams scaling their AI practice
- Everything in Solo, plus:
- Up to 5 team members included
- Shared client pipeline and collaboration
- Branded assessment reports (your firm's logo)
- Up to 25 active client engagements
- Team performance analytics
- Cross-advisor benchmarking
- Priority email and chat support
Additional seats available — pricing shared at enrollment
Enterprise Solution Provider
Custom-configured for large advisory firms and system integrators
- Everything in Small Firm, plus:
- Custom seat allocation and volume pricing
- API access and custom integrations
- White-label and co-branding options
- Unlimited active client engagements
- Dedicated onboarding and account management
- Custom workflow and process configuration
- SLA-backed support
- Custom engagement economics
Add STRIDE-AI Credentials to Your Practice
Certification is separate from your platform subscription. Build credibility, unlock referral opportunities, and differentiate your advisory practice.
STRIDE-AI Practitioner
Build your foundation in AI execution intelligence
STRIDE-AI Advisor
Deliver expert AI execution advisory to clients
STRIDE-AI Master Assessor
Lead, certify, and shape the future of AI execution
White Label Add-On
Available for Enterprise Solution Providers
Complete brand removal with your logo, colors, and custom report templates across all client-facing deliverables.
Common Questions
Can I try the platform before committing?
Yes. Visit the Advisor Sandbox to explore the assessment framework with sample client profiles. You can also schedule a live demonstration to see the full platform capabilities.
Is certification required to use the platform?
No. Platform subscriptions and certifications are independent. However, certification adds credibility, unlocks the EIA referral network, and signals to prospects that you meet the standard for STRIDE-AI advisory delivery.
What does Enterprise pricing include?
Enterprise plans are custom-configured for larger organizations with unique workflow requirements, integration needs, and volume considerations. Contact us for a tailored proposal.
How does billing work for additional firm members?
Small Firm plans include a team of seats. Additional team members can be added at a per-seat rate shared when you enroll. Enterprise plans have custom seat allocation and volume pricing.
Ready to Elevate Your Advisory Practice?
Join a growing network of consultants and advisors delivering institutional-grade AI execution intelligence to their clients.