Pick a plan that's right for you

Individual

For individual users
$99
Billed
Monthly
Get Started Now
This Plan Includes:
Access to all features
Automated Customer Onboarding
Custodian Integration
Flexible Portfolio Models

Small Business

For teams of <10
$999
Billed
Monthly
Get Started Now
This Plan Includes:
Access to all features
Automated Customer Onboarding
Custodian Integration
Flexible Portfolio Models
Automated Rebalancing
Normal Support

Enterprise

For teams of >10
$1999
Billed
Monthly
Get Started Now
This Plan Includes:
Access to all features
Automated Customer Onboarding
Custodian Integration
Flexible Portfolio Models
Automated Rebalancing
Host Multiple RIA Firms
24/7 Support

Starter

For individuals to getting started.
$1,099
Billed
Yearly
Get Started Now
This Plan Includes:
Access to all features
Automated Customer Onboarding
Custodian Integration
Flexible Portfolio Models

Growth

Up to 5,000 Contacts
$10,999
Billed
Yearly
Get Started Now
This Plan Includes:
Access to all features
Automated Customer Onboarding
Custodian Integration
Flexible Portfolio Models
Automated Rebalancing
Normal Support

Professional

Up to 10,000 Contacts
$21,999
Billed
Yearly
Get Started Now
This Plan Includes:
Access to all features
Automated Customer Onboarding
Custodian Integration
Flexible Portfolio Models
Automated Rebalancing
Host Multiple RIA Firms
24/7 Support

Individual

For individual brokers

Small Business

Best for small RIA's

Enterprise

Perfect for enterprise's

Standard Features

Number of  Users
1
2-10
10+
Client Management
1-50
50-500
500+
Automated Customer Onboarding
Custodian Integration
Flexible Portfolio Models
Client Billing
Automated Document Flow
Tax-Optimized Portfolio Management

Advanced Features

Customizable Risk Questionnaire
Automated Rebalancing
Dedicated Support
Dedicated Account Representative
Host Multiple RIA's

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