Simple, flat pricing

One plan that covers the whole firm. No per-module upsells.

Firm plan

$129/ month

14-day free trial. Up to 10 access persons.

  • Up to 10 access persons
  • Holdings, transaction & COE filings
  • Trade pre-clearance & restricted list
  • Immutable audit trail & exam export
  • MFA, encryption, 7-year retention
Start free trial