BlueMind offers three advisor plans — Starter, Elite, and Team. Each is built for a different stage of practice, and each does something distinct for you: Starter helps you prove your work, Elite helps you accelerate it, and Team keeps everyone in sync.
This article explains what's included in each plan and how to choose the one that fits.
Starter — Prove every sale. Every time.
Who it's for: Solo advisors Pricing: $79/month
Starter is your compliance foundation. It gives you the tools to stay organized, document your work, and prove that every sale was handled properly — so you're ready whenever an audit comes.
What's included:
Mia, your AI digital assistant (chat)
Compliance tools — FNA, disclosure form (up to 10 e-signatures), consent, RWL, KYC, notes, documents, and standard client onboarding
Client profiles & policies
Unlimited contacts, with segmentation and grouping by household, product type, premium tier, KYC status, opportunity stage, and custom criteria
Audit file — comprehensive audit logs across authentication, data access, administrative actions, and AI inferences, with activity reports
Live dashboard
Task management, including AI follow-up prompts
Document storage
Opportunities
Notifications — overdue tasks, tasks due today, policy renewals, and upcoming birthdays
Birthday notifications for your clients
Data export
Resource library
Elite — Clients, not paperwork (coming soon)
Who it's for: Power advisors who want their workflow automated Pricing: $129/month
Elite includes everything in Starter, then adds automation and AI on top. Where Starter helps you stay compliant, Elite helps you move faster — compressing the full workflow cycle from prep to meeting to follow-up.
Upgraded from Starter:
More AI credits — expanded AI usage limits
Customize Mia — give her a name, picture, and voice
Mia voice-to-chat — talk to Mia, don't just type
Unlimited e-signatures (vs. 10 in Starter)
Email and calendar integration — connect your inbox and sync your schedule
Client portal — extend client access beyond basic profiles
Customizable onboarding with pre-filled fields. FNA captures flow into Reason Why Letters and pre-fill your KYC and suitability forms, so there's less re-entry and fewer errors
Generate RWL with Mia — automated instead of manual
AI task management and opportunity follow-ups with reminders
Customizable opportunities & AI insights
Automated branded greeting cards (building on Starter's birthday notifications)
Meeting notifications
New in Elite:
Meeting prep with Mia
Daily workflow planning with Mia and weekly follow-ups
Meetings recorded & imported via third-party integrations
Retirement calculator, investment questionnaire, and cash flow & net worth tracking
Business plan — reporting and analytics across your pipeline, client activity, compliance posture, and book of business. Mia doesn't just surface insights; she recommends the next action and routes it into your task list
Send birthday and corporate gifts
Partnerships with CE providers
Data scraping for insurance policies and investment data integration
Integration with financial planning and portfolio management tools
Team — Your team, one platform.
Who it's for: Advisors working with team members Pricing: $189/month + $59 per team member, or $2,028/year ($169/month) + $49 per team member
Team includes everything in Starter and Elite, plus everything you need to work together in one shared workspace.
What Team adds:
Up to 50 team members
3,000 AI credits
100GB storage
User access privileges — control who can see and do what
Assign tasks between team members
Audit trail for every change — see who changed what, and when
Team dashboard with analytics on team performance
One database for the primary account, with access across all teams
Integrated reporting across pipeline, client engagement, compliance, audit file, and team performance, with export support
Multi-factor authentication
Choosing the right plan
If you… | Choose |
Work solo and need to stay organized and audit-ready | Starter |
Work solo and want AI intelligence integrated into your workflow | Elite (coming soon) |
Work with team members and need shared visibility | Team |
If you're an MGA, IMO, or carrier supervising a network of advisors, our enterprise platform is the right fit. Pricing is custom. Contact our team to learn more.
Changing your plan
Your needs will change as your practice grows. To upgrade, downgrade, or ask about your current plan, reach out to us at support@bluemind.app.
Need help?
Not sure which plan is right for you? Contact us at support@bluemind.app and we'll help you find the best fit.