Pricing

Priced per firm.

Flat monthly subscription per practice. No hidden per-document, per-email, or per-scan charges. Pricing is scoped after a short call — the number of advisers, expected volume, and depth of integration you want.

How it works

One firm, one flat rate.

Mantle is priced per firm. We work with practices from single-adviser boutiques to multi-adviser firms, so a fixed published tier rarely suits both ends. Instead, we scope pricing after a short call.

There are no hidden per-document, per-email, or per-scan charges. What you pay each month is a flat firm-level subscription — every user in your firm gets the full platform.

What's included

The full platform. Every tier.

Statement of Advice generation from meeting notes and client files

Follow-up email drafting in your voice, pushed to your inbox (Gmail or Outlook)

Renewal tracking across every client and every policy

Client profile automation from uploaded documents

Gmail, Dropbox and Outlook integration

Compliance detectors on every client-facing output

Per-user access controls and multi-tenant data isolation

Direct support from the team who builds and uses the platform

The best next step is a short walkthrough on a sample book — we'll answer any questions and leave you with a written proposal.

Book a 20-min walkthrough