For trying the workflow and preparing occasional client conversations.
- 2 users
- 1,600 tokens / month
- CAS portfolio summary
Pricing without surprises
Create considered client reports at your own pace. Upgrade when your practice needs more capacity and presentation control.
For trying the workflow and preparing occasional client conversations.
For growing practices that create reports and proposals regularly.
For firms and teams that need custom scale, controls, and support.
Prices shown are illustrative launch pricing and can be updated before production launch. Applicable taxes may be added at checkout. Enterprise pricing is custom and quoted by our sales team.
Plan comparison
Every plan keeps the same product boundary: Questionbox Education organises and presents information; it does not recommend investments.
| Capability | Free | Pro | Enterprise |
|---|---|---|---|
| Active clients | 3 | 50 | Unlimited |
| Users | 2 | 4 | Custom |
| Monthly token limit | 1,600 | 6,000 | Custom |
| CAS portfolio summary | Included | Included | Included |
| Support | Standard | Priority | Dedicated account manager |
| Contracts and invoicing | — | — | Custom |
Questions, answered
Short answers about billing, plan changes and the product boundary.
No. Questionbox Education is a presentation engine. It helps you organise and communicate information; it does not recommend funds, securities, allocations or transactions.
Yes. You can move between Free, Pro, and Enterprise as your client-reporting needs change.
An active client is a client workspace currently available for editing and report generation. Archived workspaces do not count toward the active limit.
Each plan includes a monthly token allowance used for report generation. Free includes 1,600 tokens per month, Pro includes 6,000 tokens per month, and Enterprise token limits are set based on your usage needs.
Applicable taxes are calculated separately and shown clearly before payment.
Yes. You can cancel future renewals from billing settings. Your Pro access continues until the end of the paid billing period.
Enterprise plans are custom-priced based on the number of users, clients, and token usage your firm needs. Contact sales for a quote.
Begin with clarity