No hidden charges or fees

Transparent Pricing

Transparency is a cornerstone of our values, extending into our pricing model. Crafted to suit businesses at every growth stage, our model ensures accessibility to our solution for businesses of all sizes.

Transparent

Pricing based on AUM

We take pride in maintaining transparency and assure our clients that there are no hidden fees or upsells—what you see is what you get. Enjoy the full suite of features without any surprises, ensuring a straightforward and value-driven subscription.

Included:

  • Free Trial of 3 Months
  • All Platform Functionalities
  • All Platform Modules
  • No Limit on System Users
  • No Limit on Transactions
  • No Limit on Assets
  • Up to 6 Custodian Integrations
  • Complimentary Investment Fees Audit
  • Customer Success Manager

Additional Costs:

  • White-Label Solution
  • Additional Custodian Integrations
  • Tailored Platform Functionalities
  • Custom Report Templates

Elevate Your Portfolio Management

If you are interested in learning more, including working with our team to perform a current state assessment, we would love to hear from you!

Talk To Our Team