Start simple. Grow when your practice is ready.
IgniteHQ keeps pricing easy for advisors launching a new RIA, IAR practice, or solo advisory firm: one monthly price for advisor seats, a lower monthly price for staff seats, and a demo-first path before you decide. If you are building your RIA tech stack on a budget, start with the system that covers the most client work first.
Two seat types. One connected workspace.
Pay for the internal team members who need access. Invite clients into the household experience your new advisor practice manages.
Advisor
Primary seatFor solo RIAs, new IARs, breakaway advisors, and small advisory firms that need to manage households, planning workflows, client work, firm dashboards, and the overall client experience.
- Advisor command center
- Client planning dashboard
- CRM notes, meetings, tasks, and workflows
- Secure Vault and onboarding tools
- Brand-building and client touchpoint tools
Staff member
Team supportFor team members who help keep client service, tasks, onboarding, and firm operations moving.
- Support advisor workflows
- Assist with client tasks and follow-up
- Help manage household activity
- Keep firm work organized in one place
What is included
IgniteHQ brings the advisor, staff, and client experience into one calmer operating system so a new practice can avoid buying five separate tools on day one.
CRM
Manage households, notes, meetings, relationship history, client activity, and next steps.
Planning
Give clients clear dashboards for goals, net worth, tasks, documents, and planning priorities.
Tasks
Assign, track, and schedule recurring work for advisors, staff, and clients.
Onboarding
Guide new clients through forms, documents, tasks, and advisor checkpoints.
Branding
Shape the client-facing experience around your firm, not a generic software vendor.
Data
See household trends, engagement, open tasks, and opportunities across the firm.
How the demo works
Keep the first step low-pressure. No credit card. No complicated contract conversation before you can see the product.
Book a time
Choose a demo time that works for you and bring the questions that matter for your firm.
See the workflow
Review how CRM, planning, tasks, documents, and client dashboards fit together.
Choose the right seats
Decide whether to start with an advisor seat, add staff access, or keep exploring fit.
Common questions
Do I need a credit card to book a demo?
No. The demo does not require credit card information.
What is the difference between an advisor seat and a staff seat?
An advisor seat is for the person responsible for client relationships, planning workflows, and the overall client experience. A staff seat is for a team member who supports client service, tasks, onboarding, and firm operations.
Can clients access their own dashboard?
Yes. IgniteHQ is built so clients can be invited into a branded household workspace while advisors and staff manage the firm-side workflow.
Is IgniteHQ affordable for a solo RIA or new IAR?
IgniteHQ is priced for early-stage advisor practices: $85/month for an advisor seat and $45/month for each staff member. That gives new advisors a practical CRM, planning dashboard, onboarding workflow, task system, notes, documents, and client dashboard without starting with a large enterprise stack.
Can IgniteHQ help keep my launch tech stack smaller?
Yes. IgniteHQ can cover the client-work side of a new advisor tech stack: household data, CRM notes, tasks, onboarding, Secure Vault documents, goals, net worth, planning dashboards, and branded client access. Advisors may still use separate tools for compliance, custody, billing, trading, tax, or portfolio management.
Is IgniteHQ a good first software purchase for a new advisory firm?
Yes. Many early-stage advisors start by choosing the software they will use most often for client work. IgniteHQ gives a new firm one place for households, notes, planning dashboards, onboarding, tasks, documents, and client-facing workflow before adding more specialized tools.
Can I start after the demo?
Yes. A demo is the easiest way to see whether IgniteHQ fits the way your firm works before you choose seats.
Straightforward pricing. Serious advisor workflow.
Start with the seat you need now, then add staff access when your team is ready.