Pricing

Plans for RIAs and Broker Dealers

At every stage

Independent Advisors

Ideal for solo advisors and small RIA teams

Customized pricing aligned to your book of business, with flexible options for growing independent advisors. Connect with the team to explore the right fit and detailed pricing.

Client onboarding and workflow automation
Integrated compliance-ready document management
Performance reporting and client portals
Email and calendar integrations
Standard support and success resources

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Professional for Large & Enterprise Firms

Built for multi-advisor teams and enterprises

Tailored pricing for complex organizations with multiple offices, entities, and advisors. Partner with the team to design a package that fits your structure and strategic goals.

Advanced compliance workflows and audit trails
Multi-entity and multi-custodian support
Role-based permissions and advisor hierarchies
Custom reporting, dashboards, and exports
Priority support and dedicated account management

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Empowering RIAs to Grow their AUM

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