Builder Pro is the paid individual practitioner plan for Policy Stack at $25/month ($18/month on annual billing). It removes the record limits of Starter and unlocks the full feature set.
Builder Pro includes everything in Starter, plus:
- Unlimited policies, deployments, and goals
- AI Assistant in Full Mode (reads your data and requires explicit confirmation before a supported record change)
- Unlimited AI Insights
- Document upload and AI-powered extraction
- 7 live tools: Debt Payoff Path, Policy Loan Repayment Planner, Income Stacker, Financing Modeler, Note Modeler, Human Life Value, and Save & Spend; 3 more are marked coming soon
- Advanced analytics
- CSV and PDF export
- Partner Collaboration
Related terms: Starter (tier), Advisor Seat, Access Source