Pricing

Pricing tailored to your firm

Last updated 3 July 2026

How pricing works

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 — the number of advisers, expected client volume, and the depth of workflow integration you want.

There are no hidden per-document, per-email, or per-scan charges. What you pay each month is a flat firm-level subscription.

What's included

Every Mantle account includes the full platform. Feature access does not vary by tier.

Statement of Advice generation from meeting notes and client files

Follow-up email drafting in your voice, pushed to Gmail as drafts

Renewal tracking across every client and every policy

Client profile automation from uploaded documents

Gmail, Dropbox and Outlook integration for files and email

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

Who Mantle works for

Mantle suits practices where the adviser or the practice manager is the one doing the admin — so time savings translate directly to time recovered for client work. We currently work with:

Solo advisers running their own practice under an existing licensee;
Small firms of two to ten advisers with a shared paraplanner or admin team;
Mid-sized firms up to around fifty advisers.

If you're outside those brackets and interested, we're still happy to talk — we may or may not be the right fit today, but the conversation is short.

Book a demo

The best next step is a fifteen-minute call. We walk you through the tool using real (de-identified) data, answer pricing and fit questions, and leave you with a written proposal.

Contact [email protected] or fill in the form on the landing page.

Get in touch