The after-tax operating system
for client portfolio decisions.
TradingKite for Advisors helps firms move from client holdings to tax-aware actions, cross-border reviews, and filing-ready exports in one workflow. Every advisor plan includes the full Pro+ suite for every client you manage.
After-tax portfolio workflows for NRI and expat clients across US, UK, and UAE — in one product.
Every plan includes the full Pro+ suite for every client you manage — at a fraction of per-seat retail cost.
Everything in Pro+ — for every client you manage
The full retail Pro+ tax and export workflow comes bundled. You do not buy seats one client at a time; you equip the practice with one operating layer.
Advisor Pricing
Choose based on client count, team size, and how much workflow automation you need.
Advisor
Solo CFPs & independent advisors
$55/mo equivalent · billed annually
Retail equivalent: $750/mo
Advisor-layer additions
- Multi-client portfolio management dashboard
- Per-client tax export (one click per client)
- Year-end harvest deadline alerts per client
- Priority email support
Practice
Boutique RIAs & growing advisory firms
$143/mo equivalent · billed annually
Retail equivalent: $3,750/mo
Advisor-layer additions
- Everything in Advisor
- Cross-border DTAA tracking for NRI & expat clients
- Bulk export — all clients in one action
- Firm-branded PDF tax reports
- Portfolio Health Check across all client accounts
- SIP & FIRE planning calculators for client conversations
- Dedicated onboarding call
- Priority support (1 business day SLA)
Enterprise
Large RIAs, family offices & platforms
pricing based on AUM & seats
Advisor-layer additions
- Everything in Practice
- White-label branding & custom domain
- API access for platform integrations
- Custom data import/export workflows
- Dedicated account manager
- SLA and compliance documentation available
- Custom onboarding & training
General financial planning and tax-projection tools exist for US domestic advisors — Holistiplan, RightCapital, and similar platforms handle Roth conversions, IRMAA, and retirement income planning well. None are built for cross-border, NRI, or expat client workflows. That's the gap TradingKite fills.
Full feature comparison
Green rows = Pro+ retail features included. Cyan rows = advisor-only, not available in any retail plan.
| Feature | Advisor $55/mo · $660/yr | Practice $143/mo · $1,716/yr | Enterprise Custom |
|---|---|---|---|
| Capacity | |||
| Client portfolios | Up to 30 | Up to 150 | Unlimited |
| Team seats | 1 seat | 3 seats | Unlimited |
| Included — Pro+ features for every client | |||
| Capital gains calculator (US, UK, UAE) | ✓ | ✓ | ✓ |
| Wash sale detection & alerts | ✓ | ✓ | ✓ |
| TurboTax / CA export | ✓ | ✓ | ✓ |
| Tax-loss harvesting guidance | ✓ | ✓ | ✓ |
| FBAR / FATCA reports | ✓ | ✓ | ✓ |
| Portfolio stress testing | ✓ | ✓ | ✓ |
| Portfolio Health Check | ✓ | ✓ | ✓ |
| Advisor-layer — not available in retail plans | |||
| Multi-client dashboard | ✓ | ✓ | ✓ |
| Per-client tax export | ✓ | ✓ | ✓ |
| Cross-border DTAA tracking | — | ✓ | ✓ |
| Bulk export (all clients) | — | ✓ | ✓ |
| Firm-branded PDF reports | — | ✓ | ✓ |
| White-label branding | — | — | ✓ |
| API access | — | — | ✓ |
| Compliance audit trail | — | — | ✓ |
| Support | 1 business day | Custom SLA | |
Book an advisor demo
We'll walk through the cross-border workflow and confirm the right plan for your firm.
Individual investor? Not an advisor?
The retail Pro+ plan gives you the full tax suite for your own portfolio — starting at $25/mo.
View individual pricing →
