All plans include core security and support, with scaling features for collaboration and white-label needs.
Start with Starter, upgrade as your entities and complexity grow.
Choose billing frequency and scale with confidence.
For emerging multi-entity users.
$99 / month
Ideal for individuals and small teams building their first structured financial backend.
Most popular
For active wealth builders and operators.
$249 / month
Ideal for operators managing multiple businesses, properties, and teams.
For firms and complex structures.
Custom pricing
Ideal for accounting firms, family offices, and organizations requiring advanced governance.
A secure foundation for serious financial operations.
Secure infrastructure
Encryption at rest and in transit
Role-based access controls
Standard integrations
Core dashboards and reporting
Onboarding resources
Single investor with a few entities
→ Starter
Growing operator with multiple businesses and real estate
→ Growth
Firms managing many clients and complex structures
→ Enterprise
Straight answers for planning and procurement.
Yes. You can upgrade anytime, and our team can help coordinate transitions for larger account changes.
Starter and Growth include a free trial so you can validate workflows before committing.
Entities are tracked as active legal structures. Users are counted by invited members with workspace access.
Yes. Annual billing reduces effective monthly cost and is available for qualifying plans.
Yes. Enterprise is designed for firms with client portfolios, advanced permissions, and managed onboarding.
Talk to our team. We can scope a right-sized package based on specific governance or branding requirements.
Yes. Every plan includes onboarding resources, with expanded implementation guidance for larger teams.
Implementation support is available for all new customers.
