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Just select the plan based on your location & start the 14-Day Free Trial

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Monthly
Annually
For
USA Advisors
US$79
Per User/Month. Billed Monthly
  • Unlimited Contacts
  • Unlimited Tasks
  • Unlimited FNAs
  • Built-in Compliance
  • Smart Notes 
For
Canadian Advisors
CA$99
Per User/Month. Billed Monthly
  • Unlimited Contacts
  • Unlimited Tasks
  • Unlimited FNAs
  • Built-in Compliance
  • Smart Notes
For
Agencies
Free Consultation
to Get a Custom Plan as per your needs
  • Compliance Supervision
  • Activity Reports
  • User Privileges
  • Revenue Tracking
  • Customization

For USA Advisors

$79
USD Per User/Month. Billed Monthly
 
All CRM Features + 
  • Compliance Dashboard
  • Shareable Advisor Tools
    (FNAs, Cash Flow & Net Worth)
  • Smart Notes & Call Logs
  • Unlimited Virtual Folders
  • Gmail/Outlook Integration 
  • Ins. & Inv. Policies Upload

For Canadian Advisors

$99
CAD Per User/Month. Billed Monthly

All CRM Features + 
  • Compliance Dashboard
  • Shareable Advisor Tools
    (FNAs, Cash Flow & Net Worth)
  • Smart Notes & Call Logs
  • Unlimited Virtual Folders
  • Gmail/Outlook Integration  
  • Ins. & Inv. Policies Upload

For Agencies

Free Consultation
to Get a Custom Plan as per your needs
 
All CRM + Individual Features +
  • Compliance Supervision
  • Activity Reports
  • User Privileges
  • Revenue Tracking
  • Customization
  • Ins. & Inv. Data Feeds (Beta)

Frequently Asked Questions

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.

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.

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.

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.

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

Can I upgrade my account from Free to Essential or Advanced?

Yes, you can upgrade your account to any plan whenever you want. There are no additional charges or conditions to that.

Are there any setup fees?

No, there are no setup or any additional fee.

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