Pricing
Stop Wasting Money on Tools You Don’t Use. Build Your Practice on One Hub.
BlueMind PRO isn’t just software — it’s your business hub. Protect clients, save time, and grow your book with confidence.
$49
/user/month/billed annually
14-Day Free Trial 30-Day Moneyback Guarantee 15 mins for the setup 24/7 Support 
$69
/user/month/billed monthly
14-Day Free Trial 15 mins for the setup 24/7 Support 
Chat with BlueMind AI
Ask, don’t search. BlueMind finds what you need, prepares you for meetings, and surfaces insights instantly.
Seamless Client Onboarding & Reviews
No messy forms, no missing steps. First meetings and annual reviews run smooth, every time.
AI Notes That Work Like You Do
Speak freely after a meeting. BlueMind turns your words into clear notes, tasks, and even ready-to-send emails.
Smart Tasks & Reminders
Never miss renewals, disclosures, or follow-ups. Compliance and deadlines are tracked for you.
One-Click Disclosures & Consents
Send required forms and signatures in seconds. No chasing, no paper.
Compliance Dashboard
See what’s missing before it becomes a problem. Be audit-proof without the stress.
One Place for All Documents
Policies, notes, disclosures, and files — uploaded, tagged, and secure. Always ready when you or the next advisor needs them.
Client-Centric Needs Analysis
Show clients exactly what they need and why. BlueMind makes complex recommendations simple and clear.
Grow with Bluemind
Whether you’re a solo advisor or running a team, BlueMind scales with you. Join the waitlist today — we’ll onboard you on the right platform when you’re ready.
Frequently Asked Questions
What makes BlueMind PRO different from other tools?
CRMs track contacts. BlueMind PRO protects your clients, your business, and your legacy. Every note, decision, and document stays organized, so whether you’re growing, retiring, or selling, your practice holds its value.
Do I have to switch from my current CRM?
No. BlueMind is not “just another CRM.” It’s a compliance and advisor enablement platform that includes a simple, smart CRM for basic usage. But if your data already lives in another CRM, BlueMind can work alongside it. For enterprise firms, we integrate with leading CRMs — no rip-and-replace required.
How do you accept payments?
We handle all our payments via stripe. You can use any type of credit or debit card to pay for BlueMind.
Is my Credit Card Information Secured?
Yes. BlueMind uses a third party company Stripe to process all credit card payments. We do not have access to your credit card information at any point. For more information about the security measures adopted by Stripe please visit https://stripe.com/en-ca/privacy
Can I cancel my account at any time?
If you are not satisfied, you can cancel the subscription anytime without any penalty or extra charges.
Can I export my data if I cancel?
Yes. If you cancel, you can request a full export. Within 14 business days, we’ll provide a secure, encrypted ZIP file containing your data. Your business, your clients, your future — all belong to you.
Where is my data hosted?
For Canadian advisors and firms, data is securely hosted in Canada. For U.S. advisors and firms, data is hosted in the U.S. Large enterprises can request hosting aligned to their security policies. Contact us to learn more.
How many contacts are allowed?
You can have unlimited contacts, which means there are no restrictions on the number of contacts or clients you can manage within our platform. Whether you have 100 or 10,000 contacts, you can store and manage them all without any additional fees or limitations.
Are there any setup fees?
No, there are no setup or any additional fee.
What to do if I am facing difficulty in signing up or logging into my account?
You can contact us through live chat, social media, or email at support@bluemind.app
BlueMind is your partner for the long game. We’re committed to you, your clients, and your business legacy. You can leave anytime and take all your data with you — but our goal is to be the hub you’ll never want to leave.
