Pricing

One price. Your entire back office.

No setup fees. No per-household charges. No contracts. Start with a 30-day free trial on any plan.

Plans

Choose your plan.

Billed in EUR. Switch plans any time. Cancel without penalty.

Monthly
Annual Save 20%
Solo
€ 49 /mo

For solo advisors building their book. Up to 75 households, full rebalancing and reporting automation.

  • Up to 75 households
  • Portfolio drift monitoring
  • Automated rebalancing queue
  • Client report generation
  • Meeting prep cards
  • Email support
Start 30-day trial
Most Popular
Practice
€ 99 /mo

For growing practices ready to systematize. Up to 200 households with deeper model portfolio management and analytics.

  • Up to 200 households
  • All Solo features
  • Model portfolio management
  • Tax-loss harvesting alerts
  • Advanced performance analytics
  • Priority email and chat support
  • CRM integration
Start 30-day trial
Growth
€ 199 /mo

For established practices scaling past 200 households. Unlimited households, team access, white-labeled reports.

  • Unlimited households
  • All Practice features
  • White-labeled client reports
  • Team member access (up to 3)
  • API access for custom workflows
  • Dedicated onboarding call
  • Phone and video support
Start 30-day trial

Annual billing: Solo €468/yr, Practice €948/yr, Growth €1,908/yr. All prices exclude VAT where applicable.

FAQ

Common questions about pricing.

A household is a client relationship, which may include one or more accounts under the same billing or family unit. A married couple with a joint account, two IRAs, and a trust account counts as one household. Wio Capital does not charge per account.
Yes. You can upgrade or downgrade at any time. Upgrades take effect immediately. Downgrades take effect at the next billing date. There are no penalties for changing plans.
When the trial ends, your account moves to a paid plan unless you cancel. You will receive a reminder email five days before the trial expires. Your data is preserved whether you continue or not.
No. There are no setup fees, implementation fees, or hidden charges. You connect your custodian data, configure your models, and the platform is running. Most advisors are fully onboarded within one business day.
Wio Capital connects to the major retail and institutional custodians used by independent advisors in Europe and the UK. Contact us before signing up if you have a less common custodian and we will confirm compatibility.
No. Wio Capital is a planning and workflow tool, not a custodian, broker, or registered investment advisor. Assets remain at your chosen custodian. Trade suggestions require advisor approval before execution. Wio Capital does not provide investment advice.
From advisors on the platform

The Practice plan covered itself in the first month. I was spending four to five hours every quarter on reporting alone. That time is now available for clients.

Elena Morales
Independent advisor, Madrid. 85 households.
Early-access program participant

I started on Solo and upgraded to Practice within three months. The household limit was not the reason, the analytics were. Better data, better conversations with clients.

James Whitmore
Independent advisor, London. 60 households.
Early-access program participant

Start free. Upgrade when you are ready.

30 days free on any plan. No credit card required. Cancel at any time.

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