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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

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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