awareFi Money, meet mind.
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PRICING

Simple pricing. Per advisor, per year.

No setup fees. No charge per assessment. Unlimited clients.

Discover

$1,200 CAD per advisor per year

Know your clients.

  • Express Check-In and Full Discovery
  • Standard Risk Score and behavioural range
  • Nine behavioural traits and client persona
  • Client report and meeting guide
  • Export to PDF and data
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Most popular

Practice

$2,000 CAD per advisor per year

Know your clients, and systemize your compliance.

  • Everything in Discover
  • KYC record, investment policy statement and suitability record
  • Review tracker with due dates and flags
  • Client sign-off and full audit trail
  • Aware Academy lessons for your clients
  • Compliance lead view included
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Enterprise

Custom pricing For firms with 10+ advisors

Bring behavioural intelligence and compliance infrastructure across your firm.

  • Everything in Practice
  • Volume-based advisor pricing
  • Firm-wide compliance oversight
  • Multiple compliance and administrative users
  • Centralized advisor and client management
  • Firm-level reporting and analytics
  • Priority onboarding and support
  • Custom implementation support
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NOT SURE WHICH FITS?

Find the right fit for your practice.

Most advisors start by taking the assessment themselves. Twenty minutes, and you will know exactly which tier suits your practice.

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