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.

Automate

Standard set up with all the features included. Suitable for small regulated businesses that want to automate tedious workflows.

More advanced setup for established investment management businesses in need of rich functionality and services.

Customizable setup for large regulated investment management businesses, with specific integrations and workflows.

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