Find the FA Plan that fits your needs
Depending on your company's business scale and service level requirements, we offer a plan that fits your business needs the best.
Standardize to Streamline
Basic setup with most of the standard features. Most suitable for start-ups or newly established firms that want to get started quickly.Ask for pricing
Record to Report
Standard set up with all the features included. Suitable for small regulated businesses that want to automate tedious workflows.Ask for pricing
Integrate to Investigate
More advanced setup for established investment management businesses in need of rich functionality and services.
Customize to Conquer
Customizable setup for large regulated investment management businesses, with specific integrations and workflows.