Transparent, flexible pricing
Simple, Transparent Pricing
Choose the plan that fits your firm. All plans include core features with no hidden fees.
Starter
Perfect for boutique firms and RIAs getting started with modern technology.
$2,500/month
- Up to 10 users
- Portfolio Management System
- Basic reporting and analytics
- 1 market data vendor connection
- Email support
- Monthly data refresh
- Standard API access
- Advanced OMS features
- Compliance engine
- AI-powered analytics
- Custom integrations
Most Popular
Professional
Complete platform for growing investment firms with advanced needs.
$7,500/month
- Up to 50 users
- Full PMS + OMS suite
- Compliance engine with custom rules
- Advanced analytics and reporting
- Multiple market data vendors
- Real-time data streaming
- Priority email & phone support
- Standard integrations included
- Quarterly business reviews
- AI-powered insights
- Dedicated account manager
Enterprise
Tailored solutions for large institutions with complex requirements.
Custom
- Unlimited users
- Complete platform access
- AI-powered analytics and insights
- Custom compliance workflows
- Unlimited market data connections
- White-label options available
- 24/7 dedicated support
- Custom integrations and development
- Dedicated account manager
- SLA guarantees (99.99% uptime)
- On-premise deployment option
- Advanced security features
Frequently asked questions
Have a different question? Contact our sales team.
- How does pricing work?
- Our pricing is based on the number of users and the features you need. We offer monthly and annual billing options, with discounts for annual commitments.
- Is there a setup fee?
- Setup fees vary based on the complexity of your implementation and data migration needs. Starter and Professional plans typically include standard setup.
- Can I change plans later?
- Yes! You can upgrade or downgrade your plan at any time. Upgrades take effect immediately, while downgrades will be applied at the end of your current billing period.
- What about data migration?
- We provide comprehensive data migration support for all plans. Our team will work with you to ensure a smooth transition from your existing systems.
- Do you offer custom enterprise solutions?
- Absolutely. Our Enterprise plan is fully customizable to meet your specific needs, including custom integrations, white-label options, and on-premise deployments.
Still have questions?
Our sales team is here to help you find the perfect plan for your firm.