WelcomeSpaces 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
User Reviews

Overview

WelcomeSpaces

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Pricing

Starting at $19.00 per month

About WelcomeSpaces

WelcomeSpaces is an online platform that connects individuals with a range of financial professionals. The platform features an AI-powered financial assistant named Serafin, which can answer personal finance questions and recommend suitable professionals based on the user's needs. WelcomeSpaces offers secure and private client spaces with encryption, hosted on Canadian servers and adhering to the SOC 2 Type II security certification. Users can freely choose and compare the profiles, services, and reviews of financial professionals to find the best match for their requirements.

WelcomeSpaces Screenshots

WelcomeSpaces Pricing and Plans

Starting price: $19.00 per month

Free Trial

Free Version

Basic

$19.00

per user, per month

No plan information available

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WelcomeSpaces Features

Popular features found in Collaboration
Access Controls/Permissions
Alerts/Notifications
Calendar Management
Collaboration Tools
Discussions/Forums
Document Management
@mentions
Screen Sharing
Secure Data Storage
Task Management
Video Conferencing
More features of WelcomeSpaces
Content Management
Customizable Templates
Document Storage
Engagement Tracking
Real-Time Notifications