Real estate planning, for every client review.
14-day free trial. No credit card required.
Real Estate Planning
- Automated rental property extraction from tax returns
- Per-property cash flow, equity, appreciation, and tax on exit
- Hold, sell, and 1031 exchange comparison
- Rent scenarios, sale waterfalls, and DST boot tax analysis
- Plain-language property observations
- AI property outlook, written against the client's goal
- Per-property fact sheet for eMoney, RightCapital, and MoneyGuidePro
- Client-ready portfolio reports
- Unlimited users, every advisor and paraplanner at your firm*
- Unlimited tax return uploads
- 50 households with rental property a year
- Founder-led onboarding
* One login today. Multi-user access is on our roadmap and is included in the plan when it ships, at no extra cost.
More than 50 rental-property households a year
We price it as a flat firm-wide rate, never per seat.
One client conversation. The math works either way.
Advisors who use Leveridge aren’t buying software. They’re buying the confidence to have a conversation they couldn’t have before. And the analysis to back it up.
DST scenario: 7% on a $525,000 placement. AUM scenario: $400K facilitated at 1% AUM. Both amounts come from properties run through Leveridge in the last two months that hold enough equity to sell or exchange, 106 of them across 55 households; the placement figure is gross of the sponsor’s upfront load, which is charged whether or not a commission is paid. Differentiation figure: 2023 WealthManagement IQ survey of 535 advisors. Ownership: consistent with that survey and with what advisors tell us. All illustrative; results vary. Multiples calculated against the $1,497/yr price.
Common questions
How does the free trial work?
To start your free trial, book a 30-minute walkthrough with Ali or Rick. We'll run a live analysis together using one of your clients before you get full access: every feature, 14 days, no credit card required. After that the plan is $1,497 a year, billed annually, and covers 50 households that own rental property a year.
Can I cancel anytime?
Yes. You can cancel before your next renewal date and you won't be charged again. Cancellation takes effect at the end of your current billing period: you keep access through the end of the period you've paid for, but we don't issue refunds for time remaining. Future add-on modules are priced separately, regardless of your subscription rate.
If we change subscription pricing, we'll notify you by email at least 30 days before the change takes effect on your account.
Is my clients' data secure?
Tax return PDFs are never stored: they are processed in memory and discarded within about 60 seconds of extraction finishing. We use zero-data-retention AI infrastructure. Nothing you upload is used to train AI models. Your clients' data is yours. Full details on our security page.
Does Leveridge require compliance approval at my firm?
Leveridge processes client tax returns and NPI, so most RIAs need to complete vendor due diligence before using it. Email security@leveridge.ai and we’ll provide everything your compliance team needs.
Do you offer team or firm pricing?
There is one plan and it covers every advisor and paraplanner at your firm, so there is nothing to buy per seat. It is priced on how many households own rental property instead, and 50 a year are included. The count resets each year, so losing a client and taking on another does not use up two slots. If you serve more than that, talk to us and we will price it with you at a flat firm-wide rate. Multi-user logins are on our roadmap and included when they ship.
Try Leveridge
Free for 14 days. No credit card. No commitment.
Run any of your clients through Leveridge and see what it finds before you decide.
Book a walkthrough