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
- Up to 30 seats
- Evolutive CRM built for finance professionals
- Integrated FNA
- Client space with secure document exchange
- Practice structure (cases & tasks)
- Data synchronization feeds (25+ sources)
- Integrated email and calendar
- Free assisted standard migrations
Scale
- Everything in growth
- Isolated environments per team or branch
- Simple consolidated billing
- Console to manage teams and environments
- Additional storage space
Custom
Pricing adapted to your needs
- Everything in scale
- Dedicated customer support contact
- Tailored onboarding / training
- Expert support for migration
- Included add-ons
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 30 users.
The basics
- Team members
- Up to thirty (30)
- Secure document storage
- 200GB
User management
- Environments
- One (1)
- Access delegation
- Console and centralized management
Data syncing
- Data synchronization feeds (25+ sources)
- Free standard migrations
- Email and calendar integration
- Manual data imports (CSV)
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 & Cases Management
- Practice Management (Workflows)
Secure Client Space
- Secure conversations
- Document exchange
- Client questionnaires
- Financial portraits
- Mobile app
Data Intelligence
- Smart Opportunities
Compliance and security
- Simplified compliance
- Audit trail
- Multi-factor authentication
Scale
Built for expanding teams with isolated environments and consolidated management.
The basics
- Team members
- Unlimited
- Secure document storage
- 500GB
User management
- Environments
- Unlimited
- Access delegation
- Console and centralized management
Data syncing
- Data synchronization feeds (25+ sources)
- Free standard migrations
- Email and calendar integration
- Manual data imports (CSV)
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 & Cases Management
- Practice Management (Workflows)
Secure Client Space
- Secure conversations
- Document exchange
- Client questionnaires
- Financial portraits
- Mobile app
Data Intelligence
- Smart Opportunities
Compliance and security
- Simplified compliance
- Audit trail
- Multi-factor authentication
Feature comparison
The basics
| Feature | ||
|---|---|---|
| Team members | Up to thirty (30) | Unlimited |
| Secure document storage | 200GB | 500GB |
User management
| Feature | ||
|---|---|---|
| Environments | One (1) | Unlimited |
| Access delegation | ||
| Console and centralized management |
Data syncing
| Feature | ||
|---|---|---|
| Data synchronization feeds (25+ sources) | ||
| Free standard migrations | ||
| Email and calendar integration | ||
| Manual data imports (CSV) |
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 & Cases Management | ||
| Practice Management (Workflows) |
Secure Client Space
| Feature | ||
|---|---|---|
| Secure conversations | ||
| Document exchange | ||
| Client questionnaires | ||
| Financial portraits | ||
| Mobile app |
Data Intelligence
| Feature | ||
|---|---|---|
| Smart Opportunities |
Compliance and security
| Feature | ||
|---|---|---|
| Simplified compliance | ||
| Audit trail | ||
| Multi-factor authentication |
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.