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Subscription Plans

An overview of VestmentPulse plans and what each tier includes.

Available plans

VestmentPulse offers tiered plans based on which features you need.

Starter

The essentials for tracking your financial journey:

  • Dashboard & Freedom Progress tracking
  • Investment portfolio management
  • Monthly budget tracker

Income Stacking

Everything in Starter, plus:

  • Advanced cashflow analytics
  • Velocity banking modeling
  • AI scenario planning

Infinite Banking

Everything in Starter, plus:

  • IBC policy tracking
  • AI-powered statement sync (PDF extraction)
  • Policy loan modeling

Complete

All features from every tier:

  • Full Investment + IBC tracking
  • AI Advisor with full portfolio context
  • Agent collaboration tools
  • Priority support

Changing your plan

Visit Settings → Subscription to upgrade or downgrade. Changes take effect at your next billing cycle.

Free trial

New accounts include a 14-day free trial of the Complete plan. No credit card required to start.