By clicking “Accept All Cookies”, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.
Our Advisors

You deserve an advisor who partners with you

Our advisors are equipped with the knowledge and expertise to talk you through any problem life throws your way.
MacBook mockup

Advice for every stage in life

Whether you're starting out, looking out to retirement, or in need of sophisticated guidance, we have a level of advice to meet your needs.

Matco
Private Client Advisor

Basic features for up to 10 users with everything you need.

Matco
Wealth Advisor

Basic features for up to 10 users with everything you need.

Matco
Family Office

Basic features for up to 10 users with everything you need.
User access
Matco Private Client Advisor
Matco Wealth Advisor
Matco Family Office
Saved reports
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

Basic plan

$96/year
Basic features for up to 10 users with everything you need.
Get started

Business plan

$192/year
Advanced features and reporting, better workflows and automation.
Get started

Enterprise plan

$384/year
Personalised service and enterprise security for large teams.
Get started
User access
Basic features
Saved reports
10
20
Unlimited
Individual data
20GB
40GB
Unlimited
Support
Automated workflows
200+ integrations
Reporting and analytics
Analytics
Basic
Advanced
Advanced
Export reports
Scheduled reports
API access
Advanced reports
Saved reports
Customer properties
Custom fields
User access
SSO/SAML authentication
Advanced permissions
Audit log
Data history

Not sure which level of advice is right for you?

Answer a few questions to help you decide how our advisors can help you achieve your goals.
Dashboard mockup