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.

Activate

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.

  • All product features
  • FA Back only
  • Basic support
  • GDPR and ISO-27001 compliant
Ask for pricing

Automate

Record to Report

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

  • All product features
  • Client portal
  • Basic reports customization
  • Basic support
  • GDPR and ISO-27001 compliant
Ask for pricing

Accelerate

Integrate to Investigate

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

  • All product features
  • Client portal
  • Advance reports customization
  • + 2nd level advanced support
  • + ISAE Type 2 Assurance report & Annual security audit
  • Custom integrations

Ask for pricing

Advance

Customize to Conquer

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

  • All product features
  • Client portal
  • Reports customization supported by FA
  • + Developer support
  • + Customized security audit
  • Advance integrations
  • Custom security

Ask for pricing

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Request a free demo to find your best suitable plan

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