LivePlan for Strategic Advisors

Welcome to LivePlan for Strategic Advisors! Our 90-day free trial is the first step to using LivePlan for your client advisory services. Your account comes with three LivePlan licenses, called Companies, plus an additional Company for your firm.

At the end of 90-days, your free software trial will convert to a paid account, with access to 4 licenses. Additional company licenses can be added within LivePlan. You will be charged annually per company license on your account renewal date.

After completing this form, you will be taken to the LivePlan sign up page to create your account. To help you get the most out of LivePlan, we will send follow-up emails with further information on our program, including options for onboarding and training.

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