Simple plans, transparent pricing

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

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.

As many guests as you'd like!

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.

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.

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!

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.

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.

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!

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

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.

Welcome Spaces’ Terms of Use can be found here.