Early Bird Pricing
These prices will go up — lock it in while we’re still small and moving fast.
MonthlyAnnualSave up to 25%
Core
Essential tools to grow your reputation as a professional financial advisory firm.
- AI Smart Inbox
- AI Notetaker
- Calendar
- Document Management
- AI Notes & Tasks
$29monthly, billed annually
Plus
Most PopularAutomations and must-have integrations to reduce admin work and impress customers.
- All of Core plan features
- Forms
- AI Workflows
- Zapier Integration
- White-Glove Onboarding
$89monthly, billed annually
Pro
Advanced tools to win bigger clients, scale efficiently, and take back your admin time.
- All of Plus plan features
- Calling & Messaging
- Marketing Campaigns
- AI Reports
- Dedicated Support
$149monthly, billed annually
* Fair usage policy applies
Calculate ROI
Firms using Spaces save, on average, $34,688 per employee, per year. Find out what your return on investment could be.
Your Business Details
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$
Cost Savings Per Employee
Time Saved925 Hours Per Year
Cost Savings$34,710 Per Year
Increase in Revenue$6,137 Per Year
Cost Savings For Your Business
Time Saved9,250 Hours Per Year
Cost Savings$347,100 Per Year
Increase in Revenue$61,370 Per Year
Cost of Spaces Business Plan$53,400 Per Year
Net Positive Change For Your Business
Top Line Change$61,370 Per Year
Bottom Line Change$347,100 Per Year
Calculations based on Spaces' 2024 Firm Usage Research that identified 18.5 hours per employee per week in time savings. Responses combined to represent 15% of Spaces' total customer base.
Frequently Asked Questions
Spaces offers three plans (Core, Plus, Pro), which all include access to the essential management features to run your firm. Additional features and functionality are included in the higher-priced plans to allow you to select the right option based on your firm's needs and budget.
Pricing is charged per user. Every team member will need to be invited as a user to your Spaces account if they require access, and your overall subscription will be based on the number of users you have invited.
You can choose to pay monthly or annually, which will give you a reduced rate.
Pricing is charged per user. Every team member will need to be invited as a user to your Spaces account if they require access, and your overall subscription will be based on the number of users you have invited.
You can choose to pay monthly or annually, which will give you a reduced rate.