03 · Exnet Core

Run Exnet as your advisor operating system.

Continuous client intelligence — every plan generated by your agents flows into a unified dashboard. Core monitors positions, surfaces signals, and triggers advisor workflows automatically.

Starting from

$649/ agent / mo

Per-agent monthly pricing — pick what fits

Setup time

Same-dayafter subscribe

Immediate access once payment confirmed

Contract

Monthlycancel anytime

No setup fee, no lock-in, no minimums

Pick the agents to deploy with Core

Each agent runs inside Core's ongoing review surface — not as a one-off plan. Add or remove agents anytime.

Sustainability

ESG Agent

Climate exposure analysis and SFDR-aligned sustainability scoring.

From $779 /month, incl. Core

Includes

Everything in White-label
Continuous ESG monitoring
Drift signals
Unified dashboard

Add Agent

Most requested

Retirement planning

Retirement Agent

Retirement plan, 401(k) and IRA strategy with consolidation insights.

From $649 /month, incl. Core

Includes

Everything in White-label
Lifecycle milestone signals
Drift + risk monitoring
Unified dashboard

Add Agent

Tax optimization

Tax Agent

Tax assessment, harvesting opportunities and optimization plan.

From $649 /month, incl. Core

Includes

Everything in White-label
Continuous tax monitoring
Year-end action signals
Unified dashboard

Add Agent

New portfolios

Portfolio Builder

New portfolio plan, allocation strategy and investment recommendations.

From $779 /month, incl. Core

Includes

Everything in White-label
Continuous rebalancing signals
Drift monitoring
Unified dashboard

Add Agent

Existing portfolios

Portfolio Health

Portfolio health report, alignment review and rebalancing recommendations.

From $779 /month, incl. Core

Includes

Everything in White-label
Continuous health monitoring
Drift + concentration alerts
Unified dashboard

Add Agent

Everything included

Every Core subscription includes

1
White-label
Everything from the White-label tier — branded iframe, routing, contract terms.
2
Unified dashboard
Every plan generated by your agents flows into one client + plan view.
3
Continuous monitoring
Core surfaces signals on portfolio drift, pension milestones, tax events.
4
Workflows + team
Action Center, advisor seats, role permissions, API access, audit trail.

Selected0 agents

Monthly total$0/mo, incl. Core

Run Exnet as your advisor operating system.

Pick the agents to deploy with Core

Every Core subscription includes

Review your subscription