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
/ user
Billed monthly
Built for independent financial advisors and their team up to 20 users.
Get started- Tailored for teams up to 20 users
- Free migration tools
- Help setting up and getting to know Laylah
- Unlimited contacts & storage
- Access to our library of extensions
- 30-day risk free trial
Scale
140 $
/ user
Billed monthly
Built for expanding teams with the ability to delegate access and manage multiple work environments at once.
Coming soon- Everything in growth
- Multi-environment support
- Simple consolidated billing
- Centralized management console
- Dedicated account manager
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
Built for independent financial advisors and their team up to 20 users.
The basics
- Team members
- Up to twenty (20)
- Contacts
- Unlimited
- Secure document storage
- Unlimited
User management
- Environments
- One (1)
- Access delegation
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
- Personalized reports
Tools that make working together easy
- Task management
- Notifications
- Private conversations with team members
- Cases Management
Scale
Built for expanding teams with the ability to delegate access and manage multiple work environments at once.
The basics
- Team members
- Unlimited
- Contacts
- Unlimited
- Secure document storage
- Unlimited
User management
- Environments
- Unlimited
- Access delegation
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
- Personalized reports
Tools that make working together easy
- Task management
- Notifications
- Private conversations with team members
- Cases Management
Feature comparison
The basics
| Feature | ||
|---|---|---|
| Team members | Up to twenty (20) | Unlimited |
| Contacts | Unlimited | Unlimited |
| Secure document storage | Unlimited | Unlimited |
User management
| Feature | ||
|---|---|---|
| Environments | One (1) | Unlimited |
| Access delegation |
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 | ||
| Personalized reports |
Tools that make working together easy
| Feature | ||
|---|---|---|
| Task management | ||
| Notifications | ||
| Private conversations with team members | ||
| Cases Management |
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.