90-Day Paid Pilot

See household intelligence
in your own firm before you commit.

Your logo. Your domain. Your clients. 90 days to decide if LedgerHouse belongs in your advisory stack — with your data, your branding, and weekly support from our team.

Book a 20-minute pilot scoping call →

No sales pitch. We scope the pilot and set timelines. 20 minutes flat.

Who this is for

Built for independent RIAs who've
outgrown portfolio-only reporting.

If any of these are true, LedgerHouse is worth 90 days of your time.

✦

You manage 50–500 households across 2–15 advisors

You're large enough to need a systematic view of every household, but small enough that enterprise pricing from the big platforms is laughable.

✦

Your AUM is $50M–$500M and growing

You have the complexity — held-away assets, estate plans, 529s, stock compensation — but no single place where it all lives for each household.

✦

You want your brand in front of clients, not someone else's

Your clients should see your firm's name and identity every time they open a dashboard. Generic portals erode your brand between meetings.

What's included

Everything you need for a real pilot.

No demo environment. Your firm, your households, your data from day one.

🏷

Fully branded client dashboard

Your logo, your domain, your accent color. Clients see your firm, not LedgerHouse.

🏠

Advisor command center — up to 25 households

Every household in a single view. Sort by signal type, filter by net worth, drill into any account.

📊

Cash, debt & held-away aggregation

Investments you manage plus 401(k)s, RSUs, 529s, real estate, and debt. The full household balance sheet.

⚡

Life-event signal engine

Spending anomalies, cash spikes, concentrated equity positions, upcoming rate windows. Signals that surface advisory conversations.

🤝

Weekly check-ins with the LedgerHouse team

Not support tickets. Real 30-minute working sessions to get the most out of the platform during the pilot.

📦

Full data export at pilot end

No lock-in. If you don't continue, you leave with a clean CSV export of everything you put in.

Pricing

Simple, flat-rate. No surprises.

One price for the entire pilot. No setup fee. No per-seat pricing. No negotiation.

90-Day Pilot

$1,500

per month · 90-day term

✓ Up to 25 households, unlimited advisors
✓ White-labeled dashboard on your domain
✓ Full held-away + cash + debt aggregation
✓ Life-event signal engine
✓ Weekly onboarding check-ins (90 days)
✓ Full data export — no lock-in
✓ Month-to-month after the pilot, if it works

Book a scoping call →

How this fits in the market

Entry-level household reporting tools are priced for DIY — limited branding, limited support, limited depth. The enterprise platforms charge $500–$2,000/month per advisor, with opaque seat-based pricing that scales against you as you grow.

LedgerHouse is flat-rate, firm-wide. One price, all advisors, no negotiation. If you have 5 advisors sharing the platform, you're paying $300/advisor per month for the pilot — and nothing changes if you add a sixth.

$1,500/mo flat · 90-day pilot · no setup fee

What happens when

A structured 90 days — not an open-ended trial.

Every pilot has the same milestones. You'll know exactly where you are and what comes next.

Week 1

Onboarding — firm setup, branding, first household

We configure your subdomain, brand colors, and logo. You invite advisors. Your first household is live and populated by the end of the week.

Weeks 2–4

First 5 households live, signal engine running

Five real households onboarded with full held-away, cash, and debt data. Life-event signals are live. Your team starts seeing what the platform surfaces.

Weeks 5–8

Full 25 households — advisor workflow integration

The remaining households are onboarded. We run a check-in to review which signals are generating conversations and tune the signal engine to your client mix.

Weeks 9–12

Decision point — data review and go/no-go

We review the 90 days with you: how many signals surfaced, how many conversations they generated, how clients responded to the dashboard. You make an informed decision with three months of real data.

FAQ

Common questions.

How is client data handled? Is it secure? +

All data is encrypted in transit (TLS 1.3) and at rest (AES-256). Each firm's data is fully isolated — no household data is ever shared across firms. We don't sell data, train models on client data, or share it with third parties. Your client data is yours, period.

Which custodians do you support? +

During the pilot, held-away and custodian-held accounts can be imported via manual entry or CSV. Native read integrations with Schwab, Fidelity, and Pershing are on the near-term roadmap — pilot firms get first access when they ship. Managed account data you control can be entered directly or synced via our CSV import.

What happens if we don't want to continue after 90 days? +

We export all your household and account data as a clean CSV file — no charge, no conditions. You keep everything you put in. There's no automatic renewal at the 90-day mark; continuing requires an affirmative decision from you. We'd rather earn the extension than trap you into it.

Who owns the client data? +

You do. Full stop. LedgerHouse is a software platform — we store and display data on your behalf. We make no claim to client information, and our agreement explicitly acknowledges that all client data belongs to your firm. When you leave, you take it with you.

How does the white-labeling work exactly? +

We set up a subdomain under your existing domain (e.g., clients.yourfirm.com). Your firm name, logo, and accent color appear in the navigation. The dashboard URL and email notifications carry your branding. Clients never see "LedgerHouse" unless you want them to. Full white-label is included in the pilot price.

Ready to see your own households in a 90-day pilot?

The scoping call is 20 minutes. We'll confirm fit, answer questions, and set a start date. No commitment until you decide the pilot is right for your firm.