Simple, straightforward pricing

Choose the plan that's right for your business.

$8k/year

Emerging

Recommended for up to ~25 investors, and AUM <$100M

~25 investors
Hands on migration support
White glove support
BOOK A DEMO

$12k/year

Established

Recommended for up to ~50 investors, OR AUM >$100M

~50 investors
Custom onboarding support
Corporate concierge
BOOK A DEMO

$25k+/year

Best in Class

Custom pricing for more than ~50 investors and AUM >$500M

Unlimited investors
Custom success plans
Dedicated account team
CONTACT US

$8k/year

Growth

Recommended for up to ~50 shareholders, and revenue <$25M

~50 shareholders
Hands on migration support
White glove support
BOOK A DEMO

$12k/year

Success

Recommended for more than ~50 shareholders, OR revenue >$25M

~50 shareholders
Custom onboarding support
Corporate concierge
BOOK A DEMO

$25k+/year

Enterprise

Custom pricing for more than ~200 shareholders and revenue >$100M

Unlimited shareholders
Custom success plans
Dedicated account team
CONTACT US

Simple, straightforward pricing

Choose the plan that's right for your business.

For Firms
For Funds

$8k/year

Growth

Recommended for up to 50 shareholders, and revenue <$25M

50 shareholders
Hands on migration support
White glove support
BOOK A DEMO

$12k/year

Success

Recommended for more than 50 shareholders, OR revenue >$25M

200 shareholders
Custom onboarding support
Corporate concierge
BOOK A DEMO

$25k+/year

Enterprise

Custom pricing for more than 200 shareholders and revenue >$100M

Unlimited shareholders
Custom success plans
Dedicated account team
CONTACT US