Policy Stack offers four advisor tiers — Practice Solo, Practice 10, Practice 25, and Practice 50. All paid tiers include every feature. Differentiators are only included client seats, overflow seat purchasing, branded client-facing exports, and featured directory placement.
Every paid advisor tier unlocks the full feature set: CRM, pipeline, smart lists, workflows, analytics, scenarios (Debt Sequencer, Income Stacker, and Financing Modeler live where tier access allows; additional tools rolling out), referral tracking, and personal Builder Pro for your own banking system. You never lose access to a feature by choosing a lower tier.
Tier Overview
Practice Solo — $49/mo
- Included client seats: 0 (connected clients self-pay for Builder Pro or use Starter)
- Overflow seats: Not available
- Branded exports: No
- Directory listing: Standard
Practice Solo is designed for individual practitioners who want the full advisor toolkit while their clients run on their own Builder Pro subscriptions (or the free Starter tier). You get everything except advisor-paid client seats and a few practice-level perks.
Practice 10 — $149/mo
- Included client seats: 10
- Overflow seats: $15/seat/mo
- Branded exports: Yes (your logo on client-facing PDFs)
- Directory listing: Standard
Practice 10 is the entry point for advisors who want to pay for their clients' Builder Pro access. Ten included seats with overflow purchasing means you can grow without changing tiers immediately.
Practice 25 — $299/mo
- Included client seats: 25
- Overflow seats: $15/seat/mo
- Branded exports: Yes
- Directory listing: Featured placement
Practice 25 adds featured directory placement — your profile floats above standard listings in searches inside your licensed states.
Practice 50 — $449/mo
- Included client seats: 50
- Overflow seats: $15/seat/mo
- Branded exports: Yes
- Directory listing: Featured placement
Practice 50 is the largest published tier. Featured directory placement plus 50 client seats. Need more than 50 seats? Buy overflow at $15/seat/mo, or reach out to support@policystack.co for a custom arrangement.
What All Paid Tiers Share
Every tier includes the full feature set:
- Full CRM with notes, reminders, deals, contacts, and timelines
- Pipeline management with custom stages and metrics
- Smart lists and segmentation
- Workflows (5 starter templates live; advanced GHL-style automation deferred)
- Analytics dashboard (all sub-tabs — cohorts, engagement, funnel, stages, portfolio)
- Scenarios (Debt Sequencer, Income Stacker, and Financing Modeler live on every paid Practice tier; additional tools remain in preview)
- Expiring web-share links and browser Print / Save as PDF on every paid Practice tier; Practice 10 and above add practice branding to the print view
- Referral link and credit tracking
- Personal Builder Pro access for your own banking system
- Public directory listing
Choosing a Tier
The decision comes down to three questions:
- Do you want to pay for client Builder Pro access? If yes → Practice 10 or above. If no (clients self-pay or use Starter) → Practice Solo.
- How many client seats? Pick a tier whose included seats roughly match your active book. Overflow at $15/seat/mo absorbs short-term growth on Practice 10 and above.
- Do you need featured directory placement? That's Practice 25 and Practice 50.
Connections (free data-sharing relationships) are separate from seats and don't count toward your seat limit — see Connected vs Seated.