The Sovereign Economy

Growth Management System

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Foundations

Perfect for solo coaches launching their practice

$297
per month
✓ Up to 25 active clients
✓ Annie AI support
✓ AI call analysis & transcripts
✓ 25 client portals
✓ 1 advisor dashboard
✓ 2 team user seats
✓ Email automation & campaigns
✓ Deal pipeline & proposals
Most Popular

Growth

Built for Businesses looking to scale

$597
per month
✓ All Foundations features, plus:
✓ Up to 50 active clients
✓ AI call scoring & insights
✓ Advanced deal analytics
✓ 50 client portals
✓ 2 advisor dashboards
✓ 3 team seats
✓ Sprint planning & task management

Scale

For agencies managing 200+ clients

$997
per month
✓ All Growth features, plus:
✓ Up to 200 active clients
✓ 200 client portals
✓ 5 advisor dashboards
✓ 10 team seats
✓ VA role access (Virtual Assistant permissions)
✓ Workflow automation & templates
✓ Custom integrations available

Enterprise

White-glove service for established firms

$2,500
per month
✓ All Scale features, plus:
✓ Unlimited clients & portals
✓ Priority processing for Annie AI
✓ Unlimited advisors & team users
✓ White-label branding
✓ Dedicated account manager
✓ Custom integrations & API access
✓ Custom reports & analytics
✓ Custom workflow templates
✓ Custom training & documentation

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