PRICING
Simple pricing that scales with your firm.
One platform fee of $395 per month, plus a monthly charge per account that gets lower as you grow.
What you pay
Platform fee$395 / month
| Accounts | Per account per month |
|---|---|
| 1 – 200 | $2.75 |
| 201 – 500 | $2.50 |
| 501 – 1,000 | $2.25 |
| 1,001 – 2,000 | $2.00 |
| 2,001 and up | $1.75 |
Each rate applies only to the accounts in that band.
Included
- • Portfolio accounting and holdings
- • Performance and holdings reports
- • Households, branches and team roles
- • Firm-branded investor portal
- • Secure document vault
- • Your firm owns its data
Estimate your cost
| Platform fee | $395.00 |
| 200 × $2.75 (1 – 200) | $550.00 |
| 50 × $2.50 (201 – 500) | $125.00 |
Monthly total$1,070.00
Yearly$12,840.00
Average per account per month$4.28
Common questions
How are accounts counted?
Each client account held on the platform counts as one account for that month.
How do the account rates work?
Each rate applies only to the accounts in its band. Your first 200 accounts are $2.75 each, the next 300 are $2.50 each, and so on.
Is there a free trial?
Yes. Start a free trial with sample data and explore the platform. Nothing is charged unless your firm chooses a paid plan.
Can we leave at any time?
Yes. Your data belongs to your firm and we will make it available whenever you ask.