Pricing

Enterprise capability. Accessible pricing.

Hanna scales from an individual practice to a multi-dealer operating layer. The differences are in scope, controls, and how much of the firm's operational load Hanna can take on.

Plan

Hanna Starter

For small advisory practices and individual advisors

From $299/month

Advisor workspace: own-book dashboard, CRM, and financial planning for one advisor

Dealer intelligence dashboard for a single dealer

KYP product comparison

Active Intelligence chat with 500 queries per month

Excel add-in, Basic

Email and calendar connection

Hanna Professional

For growing firms and multi-dealer operations

From $999/month

Everything in Starter

Multi-dealer dashboard

Compliance automation for KYC, document workflow, and pre-check

Website and social media monitoring for up to 10 URLs

Active Intelligence chat with unlimited usage

Excel add-in, Pro with templates and document extraction

Full advisor workspace - planning, CRM, document generation & e-signature, and Active Intelligence chat - for up to 10 advisors

Plan

Hanna Enterprise

For full-scale independent dealers and MGAs

Custom pricing

Everything in Professional

All dealer codes and advisors

Every advisor's workspace, firm-wide, with the full compliance suite and audit trail

Full compliance suite with examination readiness and audit trail

Website monitoring with unlimited URLs and scheduled scans

Fraud detection for the insurance module

Custom integrations

Dedicated onboarding support

Canadian data residency SLA

What changes by tier

More of the firm. More control. More automation.

Starter is for firms that need immediate visibility and better answers without a large rollout.

Professional adds the compliance and monitoring workflows that usually create the most operational drag.

Enterprise is for organizations that need shared deployment, custom integrations, and firm-wide operating consistency.

How access works

Access is governed by VieFUND. Hanna mirrors what each user's VieFUND credentials can reach, so what they see matches their back-office access - nothing extra to configure.