Simple plans, transparent pricing

Offer valid until September 30th, 2022

Plans comparison

Customization and Lead Generation







$438 /yr


$998 /yr
Branded Interface
Customize the user interface with your company's branding
Customizable Professional page
Create your professional page, acting as a microsite and get new clients to contact you
Online Directory
Be listed on the directory for new clients to find you
Professional Blog
Post and share blog and videos via your professional page
SEO Optimization
Profile optimization for search engine algorithms


Private Spaces
Up to 100
Client Invitation
Total of clients you can invite to WelcomeSpaces
Participants per Space
Total of clients or collaborators you can have in a Space
File Exchange
Instantly request or share heavy files with clients
Heavy File Upload
The size of file upload to a Space
DocuSign Integration
Integrate with your DocuSign for remote signature


Video Call
Video Call Max Duration
Space Chat
One direct live chat per Space
Private Chat
One-on-one private chat available


Share content, notes, and open file requests swiftly with your custom templates of packages
Document Library
Keep all your files securely stored
100 GB
Real-time Notification
Get notified of everything happening in all your Spaces


Single Sign-On (SSO)
Log in using another system's credentials
SOC 2 Type II


Integrate with your DocuSign account for remote signature

Frequently Asked Questions

What is Welcome Spaces?

We’re glad you asked! Welcome Spaces is a new and innovative way for people to find, connect and collaborate with financial professionals.

People can browse the public directory, easily connect with professionals via instant messaging and join a private Space to exchange online.

Private Spaces provide all the tools clients and professionals need to collaborate 100% remotely.

What is the difference between a Space owner, collaborator and guest?

The Space owner is the person creating the Space. They have managing rights over the guests, can schedule video calls and perform any actions in the Space.

A Collaborator has all the same rights as the Space owner, but they cannot delete or archive the Space.

A Guest can perform most of the actions in the Space. They cannot, however, schedule a video call, share a meeting summary or have managing rights over other guests. They cannot delete or archive a Space but they can leave it whenever they want.

How many guests can I add to a Space?

As many guests as you'd like!

Do I need to download an application?

You do not need to download any application to enjoy Welcome; it is a web-based platform accessible on any browser and device, making it a truly convenient way to stay connect with your clients.

How many people can use one Welcome Spaces license?

Each licensed user requires their own license. For security reasons, people should not share an account. If you do not wish to pay however, Welcome Spaces offers free licenses, which come with limitations.

How can I use Welcome Spaces for my organization?

Welcome Spaces offers great customization for enterprise level accounts. We work closely with our business clients to integrate as seamlessly into their ecosystem as possible. This can include- and is not limited to-  APIs, CRMs, ERPs, CMS and diverse data sources.

To find out more, contact our team!

How do Spaces work?

Spaces are so easy to use! Start by creating and naming your Space, then simply invite your clients.

Each Space has a permanent activity feed, which provides you and all Space participants with a view of the relationship over time. All events will appear here: video calls, shared or requested documents, meeting summaries and added notes and webpages.

Over time, Spaces become an archive of your relationship.

Is Welcome Spaces secure?

Yes. You can securely exchange in Welcome Spaces.

Welcome was designed with privacy in mind. Each Space and video call is encrypted, and offer many ways to ensure all shared information- conversations and files- are safe and secured.

We deliver enterprise-grade security at every level, adhering to multiple compliance certifications, including SOC2 Type II.

Learn more about our security practices.

Is Welcome Spaces free? Do I need to pay for my clients?

Welcome offers a free version with certain limitations compared to our full version. However, there is no limit as to how long you can enjoy it!

And no – you do not pay for clients!

Do I need to add a credit card to start with Welcome Spaces?

Never! Starting to use Welcome does not require any commitment on your end.

How does the subscription work? Can I cancel my subscription?

Subscribe to Basic for free, no credit card needed and cancellable at anytime. Or subscribe to Premium or Pro with a monthly or yearly license.

Note that our Pro plan is only available with a 1 year commitment.

Where can I find Welcome Spaces' terms of use?

Welcome Spaces’ Terms of Use can be found here.