Welcome to LivePlan
for Strategic Advisors

Create your account

• Complete this form to get access to a LivePlan Strategic Advisor account.
• Your account comes with 4 LivePlan licenses, called Companies –– add more Companies in-app as you go.
• Need 20+ Companies right away? Book a call.

Start your free trial

• Your free trial lasts 35 days — a full month, plus a little extra!
• Use this time to learn LivePlan, and even get started with your first client. Don't worry you won't need to master it all alone. You'll have access to a range of support from our Help Center and online chat, to live webinars and even an eLearning program.

What happens when your free trial ends

• At the end of your trial, your LivePlan account with all available Companies will convert to a paid account, and you will be billed annually from that date.
• Add or remove companies right in the app. Minimum 4 companies for a Strategic Advisor account.