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Pricing Plans
No Ads. No Selling your data. Across all Tiers. Free plans are always free
Foundation
For individuals starting their wealth journey
Track multi-channel assets from a single platform
Get clear financial insights, including net worth tracking
Foundation is designed for individuals who want a simple, reliable way to understand their financial life without complexity.
Track your investments, see your net worth, understand your asset performance.
Build confidence step by step — all from one place
Family
Everything in foundation plus..
AI Import, Easy Valuation, Automatic NAV updates ...
Combine accounts, track assets across generations, succession planning and more ...
As finances grow, they rarely stay individual.
Family is designed for households that want to see everything together — across accounts, assets, and generations — with clarity, control, and no complexity.
Try it for free, and upgrade after 14 days.
Legacy
For enterprises , HNIs and Wealth Management Houses
Your logo. your brand. BluSummit under the hood
AI Bot and Agents. Live Customer Support. The works.
Legacy is designed for those managing significant or multi-generational wealth.
From family offices to advisory firms, it provides the control, visibility and flexibility needed to manage complex financial structures with confidence
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