Pricing that makes your work easier.
Just like our app.
Laylah is the smartest investment independent financial advisors can make. From consolidating data into one contact form to producing financial analysis and easy-to-understand reports, Laylah’s detail-oriented features are designed to eliminate hours of repetitive work while growing and evolving with your firm.
Growth
$120
$84
/ user
Billed monthly
- Up to twenty (20) team members
- Free migration (coming soon)
- Help setting up and getting to know Laylah
- Up to 10 000 contacts
- 1000GB of documents
- Access to our library of extensions
- 30-day risk free trial
- For a limited time, enjoy a 30% off for your 6 first months on Laylah
Enterprise
Laylah. Adapted to your needs.
- Unlimited team members
- An assigned team member will be there for you when you need them
- Unlimited contacts
- Space adapted to the needs of your firm
- Access to our library of extensions
- Access to exclusive extensions
Choose the Laylah that’s right for you.
Your needs as a financial advisor today probably won’t be the same as your needs tomorrow. That’s why we designed everything about Laylah—even our pricing model—to evolve and grow with you and your team.
Growth
Our Growth plan works for independent financial advisors and up to 10 team members.
The basics
- Team members
- Up to twenty (20)
- Contacts
- Up to 10 000
- Secure document storage
- 1000GB
- Cost of additional storage
- $20/month/500GB
Data syncing
- Initial sync of your client’s financial data
- Automatic bi-monthly financial data sync
- Easily sync your clients’ financial data whenever you need to with Laylah’s sync.
- Automatic email and calendar syncing
- Insurance and investment syncing
Financial analysis
- Pre-filled data-collection and analysis fields
- Life insurance analysis
- Critical illness analysis
- Disability analysis
- Simplified retirement analysis
- In beta
- Personalized reports
Tools that make working together easy
- Task management
- Notifications
- Private conversations with team members
- Requests Management
- It’s on our todo list
Enterprise
Laylah was made to work for you so, if you’re a team of more than 10 or want to talk about a tailored solution, just ask.
The basics
- Team members
- Unlimited
- Contacts
- Unlimited
- Secure document storage
- Space adapted to the needs of your firm
- Cost of additional storage
- Upon request
Data syncing
- Initial sync of your client’s financial data
- Automatic bi-monthly financial data sync
- Easily sync your clients’ financial data whenever you need to with Laylah’s sync.
- Automatic email and calendar syncing
- Insurance and investment syncing
Financial analysis
- Pre-filled data-collection and analysis fields
- Life insurance analysis
- Critical illness analysis
- Disability analysis
- Simplified retirement analysis
- In beta
- Personalized reports
Tools that make working together easy
- Task management
- Notifications
- Private conversations with team members
- Requests Management
- It’s on our todo list
Feature comparison
The basics
| Feature | ||
|---|---|---|
| Team members | Up to twenty (20) | Unlimited |
| Contacts | Up to 10 000 | Unlimited |
| Secure document storage | 1000GB | Space adapted to the needs of your firm |
| Cost of additional storage | $20/month/500GB | Upon request |
Data syncing
| Feature | ||
|---|---|---|
| Initial sync of your client’s financial data | ||
| Automatic bi-monthly financial data sync | ||
| Easily sync your clients’ financial data whenever you need to with Laylah’s sync. | ||
| Automatic email and calendar syncing | ||
| Insurance and investment syncing |
Financial analysis
| Feature | ||
|---|---|---|
| Pre-filled data-collection and analysis fields | ||
| Life insurance analysis | ||
| Critical illness analysis | ||
| Disability analysis | ||
| Simplified retirement analysis | In beta | In beta |
| Personalized reports |
Tools that make working together easy
| Feature | ||
|---|---|---|
| Task management | ||
| Notifications | ||
| Private conversations with team members | ||
| Requests Management | It’s on our todo list | It’s on our todo list |
We want Laylah to work for you.
Laylah’s reliable technology adapts to the realities of your firm with features and tools that will evolve to support your growth. So, if a feature, a data feed or an integration that you need isn’t here, let us know!
Chances are, you’re not alone.