Free Professional Account
Free professional account for advisors
For financial advisors, tax advisors, property advisors and family offices — collaborate in client environments.
Free Professional Account
One advisor can start free and access environments where clients grant permission.
- No mandatory paid office subscription to begin
- Clients keep ownership of their data and modules
- Access starts only after explicit client approval
- The client keeps their workspace and pays for their modules
The client stays in control
Client pays
The client chooses and pays for the modules that fit the situation — wealth, accounting, property or a bundle.
Free professional account
The professional account includes no client modules. You work in a client environment only after the client approves access.
For diverse advisory practices
Whether you do wealth planning, tax, property advice or family office coordination: you work in the modules the client needs, without limiting Narutai to one advisory discipline.
Permissions and overview
Access is always explicit. You only see what the client shares. Paid team and audit features for larger firms follow in separate professional plans.
Start as an advisor
Create a free professional account or ask your question via contact.