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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.

We're here to help

Contact us

Our office is open from 8:00am to 5:00pm Pacific Time, Monday to Friday.

Our expert Customer Advocacy team is standing by.

View our FAQ page for answers to common questions.

Customer Advocacy Team

Customer satisfaction

We ask our customers to rate their experience after every interaction with our Advocacy team. We're here to help so you can have the best experience possible.