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