Pricing Plans
-
Unlimited Contacts
-
Unlimited Tasks
-
Unlimited FNAs
-
Built-in Compliance
-
Smart Notes
Canadian Advisors
-
Unlimited Contacts
-
Unlimited Tasks
-
Unlimited FNAs
-
Built-in Compliance
-
Smart Notes
-
Compliance Supervision
-
Activity Reports
-
User Privileges
-
Revenue Tracking
-
Customization
Starter
The Confidence You Need
-
AI Digital Assistant
-
Automated Client Onboarding
-
Task Management
-
Client & Data Management
-
Compliance & Record Keeping
-
Calendar Sync (coming soon)
Elite
Unlimited Power for You
Everything in Starter +
-
Reason Why Letter
-
Advanced Meeting Summaries
-
E-Birthday & Greeting Cards
-
E-Signature Integrated
-
Email send from Advisor Inbox
-
Next Best Action
-
Business Plan in 60 Secs (coming soon)
Team
For the Team you Manage
-
Up to 50 team members
-
User Access Privileges
-
Task Assignment within Team
-
Audit Trail through change history
-
Team Analytics & Reporting
-
One Database for Primary User
Starter |
Elite |
Team |
|
|---|---|---|---|
|
Automation & Productivity
|
|||
|
AI Digital Assistant |
200 Credits/m
|
2000 Credits/m
|
3000 Credits/m |
|
Automated Client Onboarding |
|
|
|
|
Next Best Action |
|
|
|
|
Advanced Meeting Summaries |
|
|
|
|
Automated Business Plan (coming soon) |
|
|
|
|
Task Management
|
|||
|
Task Prioritizing & Tracking |
|
|
|
|
Set Reminders |
|
|
|
|
Task History |
|
|
|
|
Client & Data Management
|
|||
|
Unlimited Contacts |
|
|
|
|
Client Portfolio |
|
|
|
|
Lean/Prospect Management |
|
|
|
|
Lean/Prospect Management |
|
|
|
|
Encrypted & Secure Storage |
10 GB | 50 GB | 100 GB |
|
Compliance & Record Keeping
|
|||
|
Compliance Dashboard |
|
|
|
|
Notes & Voice-To-Text Recording |
|
|
|
|
Upload Hub |
|
|
|
|
Reason Why Letter |
|
|
|
|
Team Management
|
|||
|
User Access Privileges |
|
|
|
|
Team Task Assignment |
|
|
|
|
Team Dashboard |
|
|
|
|
Free Add-ons
|
|||
|
E-Birthday & Greeting Cards |
|
|
|
|
E-Signature Integrated |
|
|
|
|
Email from Advisor Inbox |
|
|
|
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
Are there any setup fees?
No, there are no setup or any additional fee.
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 upgrade my account from Starter to Professional or Team?
Yes, you can upgrade your account to any plan whenever you want. There are no additional charges or conditions to that. Your remaining balance will carried forward.
Will I lose data if I upgrade my account?
You can upgrade your plan without losing any data.
What does Gmail/Outlook Integration include?
Gmail/Outlook Integration includes both email and calendar. You can not only integrated email inbox but also your calendar with BlueMind to integrate all your client's messages and task/reminder management from it.
Does it includes document sharing and eSignature feature?
Yes. Document sharing and eSignature feature is included in all plans. It allows you to securely share documents with your clients electronically and obtain legally binding e-signatures on those documents, eliminating the need for printing, scanning, or mailing paperwork.
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.
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