Everything to feel the magic.
14 days · no card
Every plan includes the FORTIS Framework, the Strategic Health Score, and Pulse AI. Higher tiers unlock deeper analysis, more reports, and full history.
For active advisory.
Everything in Access, plus:
Everything to feel the magic.
14 days · no card
For getting started.
billed monthly
Everything in Trial, plus:
For active advisory.
billed monthly
Everything in Access, plus:
For the full program.
billed monthly
Everything in Partner, plus:
| Feature | Trial | Access | Partner | Executive |
|---|---|---|---|---|
| Scoring & Analysis | ||||
| Strategic Health Score | ✓ | ✓ | ✓ | ✓ |
| Pillar Deep-Dives | ✓ | ✓ | ✓ | ✓ |
| Diagnostic Flags | ✓ | ✓ | ✓ | ✓ |
| Custom Benchmarks | — | ✓ | ✓ | ✓ |
| Pulse AI | ||||
| Copilot Chat | ✓ | ✓ | ✓ | ✓ |
| AI Deep-Dives | ✓ | ✓ | ✓ | ✓ |
| Executive Briefings | — | — | ✓ | ✓ |
| Auto-Advisory Engine | — | — | ✓ | ✓ |
| Custom AI Reporting | — | — | — | ✓ |
| Advisory & Collaboration | ||||
| Advisory Commentary | — | — | ✓ | ✓ |
| Decision Tracker | — | — | ✓ | ✓ |
| Dedicated Advisor Channel | — | — | — | ✓ |
| Data & Support | ||||
| History | 1 period | 12 months | Unlimited | Unlimited |
| Support | Community | Priority | Dedicated | |
| Onboarding | Self-serve | Self-serve | Guided | White-glove |
1. What stage is your business?
2. Do you work with an advisor?
3. How much reporting do you need?
Answer all three and your match appears here →
A single retained client. One avoided crisis. One quarter of better decisions. Fortis Pulse typically pays for itself many times over.
| Option | Monthly Cost | Strategic Health Score | AI Analysis |
|---|---|---|---|
| Fortis Pulse — Partner | $1,500/mo | ✓ | ✓ |
| Fractional consultant | $5,000–$15,000/mo | ad-hoc | — |
| Annual strategy project | $50k+ | one-time | — |
Yes — upgrade or downgrade at any time, prorated automatically.
No. All plans are month-to-month; annual billing is optional at a discount.
Every tier includes the Copilot and deep-dives. Executive Briefings and Auto-Advisory unlock at Partner and above.
Yes — define custom pillars, metrics, weights, and flags on Access and above.
Encrypted, isolated, and never used to train models for others. Export anytime in standard formats.
Yes — talk to us about multi-seat and portfolio-wide pricing.
"Access gave us the score and flags without the overhead. Perfect for a small team that needed to move fast."
"Partner's executive briefings replaced our monthly strategy retainer — for a fraction of the cost."