From solo advisors to enterprise firms — get the advanced tools, compliance features, and client management you need to grow.
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All subscription payments — whether monthly or annual — are non-refundable. By subscribing to any Russell Capital Systems™ plan, you acknowledge and agree that all charges are final and no refunds will be issued for any reason, including but not limited to early cancellation, unused subscription time, downgrade requests, or dissatisfaction with the service. Cancellations take effect at the end of the current billing period. You will retain access to all features until your subscription period expires. Annual subscribers who cancel will maintain access through the remainder of their paid annual term.
See exactly what's included in each plan
| Feature | Beginner | Professional | Enterprise |
|---|---|---|---|
| Advisor Seats | 3 | 10 | 25+ |
| CRM & Pipeline | |||
| Financial Calculators | |||
| Strategy Runs | 50/mo | Unlimited | Unlimited |
| Knowledge Library | 10 docs | Unlimited | Unlimited |
| Team Management | |||
| Audit Log | |||
| Compliance Center | |||
| Chat Assistant | |||
| Predictive Analytics | |||
| White-Label Branding | |||
| API Access | |||
| SSO Integration | |||
| Dedicated Account Manager | |||
| Priority Support | 24/7 |
Based on published industry research for advisors spending 4-5 hours per working day on the platform
Industry research suggests advanced strategy generation, IUL modeling, and closing scripts help advisors identify more opportunities and close at higher rates. These are research-based estimates, not guaranteed production increases.
Published research indicates state-by-state FIA and MYGA databases, Roth conversion strategies, and lifetime income calculators enable advisors to present more compelling annuity solutions. These are research-based estimates, not guaranteed production increases.
Automated CRM workflows, automated meeting note summarization, one-click report generation, and pre-built financial models eliminate manual work. These are research-based estimates, not guaranteed time savings.
* These figures are research-based estimates derived from independent industry research and published advisor productivity studies. They do not constitute a guarantee, warranty, or promise of specific production increases. Actual results vary significantly based on individual effort, market conditions, client base, geographic location, experience level, regulatory environment, and other factors beyond the control of Russell Holdings Management LLC d/b/a Russell Capital Systems™. Past performance of other subscribers or research subjects is not indicative of future results.
All data encrypted at rest and in transit. SOC 2 Type II compliant infrastructure.
Designed by financial professionals who understand compliance, client management, and beginner.
Get help when you need it. Professional and Enterprise plans include priority support.
Yes. All plans can be cancelled at any time from your billing settings. Cancellations take effect at the end of your current billing period. Please note that all payments are non-refundable.
We accept all major credit and debit cards (Visa, Mastercard, American Express, Discover), Stripe Link for one-click checkout, Apple Pay, and Google Pay.
When you choose annual billing and pay the full year upfront with a credit card, you receive a 25% discount off the total annual cost compared to paying monthly. This is a one-time annual charge that covers 12 months of access.
Yes! All plans include a 14-day free trial. No credit card required to start. You'll only be charged after the trial period ends.
Absolutely. You can change your plan at any time from the Billing page. Upgrades take effect immediately, and downgrades take effect at the end of your current billing period.
No. All subscription payments are non-refundable. By subscribing, you agree that all charges are final. Cancellations take effect at the end of the current billing period, and you retain access until that date.
Yes. We use 256-bit SSL encryption, and all payment processing is handled by Stripe (PCI DSS Level 1 compliant). Your financial data is never stored on our servers.
Join hundreds of financial advisors using Russell Capital Systems™ to grow their business with advanced tools.
Russell Holdings Management LLC d/b/a Russell Capital Systems™. All plans include a 14-day free trial. Prices shown in USD.
All payments are non-refundable. By subscribing, you agree to our terms of service and refund policy.