Priced by headcount. Nothing else.

Two tiers, one product. Every feature is in both — the price moves only when your team grows past 3 access persons.

up to 3 access persons

$179/ month

4–10 access persons

$279/ month

In both tiers

  • Holdings, transaction & COE filings
  • IPO & limited-offering pre-approval
  • CCO review workflow & compliance dashboard
  • Automated deadline reminders
  • Immutable audit trail & exam export
  • MFA, encryption, 7-year retention
Start free trial

14-day free trial. Built for RIAs of 1–10 people. No long-term contracts.