Simple, Transparent Pricing

Select the plan that matches your organization's size and compliance requirements. From onboarding and document management to reporting and security, every plan is built to support effective governance.

Starter

Per Entity
$ 30 Annually
  • 200 Entities Commitment
  • 3 Users
  • 3 Teams
  • 1 Organization
  • Compliance Management
  • Risk management
  • Onboarding
  • Document Center
  • Calendar
  • Reporting
  • Dashboards
  • Structure Maps
  • Security Center
  • Timeline (Audit Trail)
  • Share Class Management
  • Cybersecurity Governance
  • Messaging
  • Alerts, Reminders and Tasks
  • Country Risk (Basic)
  • Sanctions Screening
  • Adverse media
  • Invoicing
  • Fees Management

Pro

Per Entity
$ 25 Annually
  • 400 Entities Commitment
  • 6 Users
  • 5 Teams
  • 1 Organization
  • Compliance Management
  • Risk management
  • Onboarding
  • Document Center
  • Calendar
  • Reporting
  • Dashboards
  • Structure Maps
  • Security Center
  • Timeline (Audit Trail)
  • Share Class Management
  • Cybersecurity Governance
  • Messaging
  • Alerts, Reminders and Tasks
  • Country Risk (Std)
  • Sanctions Screening
  • Adverse media
  • Invoicing
  • Fees Management
Popular

Advanced

Per Entity
$ 20 Annually
  • 1000 Entities Commitment
  • 50 Users
  • 10 Teams
  • 1 Organization
  • Compliance Management
  • Risk management
  • Onboarding
  • Document Center
  • Calendar
  • Reporting
  • Dashboards
  • Structure Maps
  • Security Center
  • Timeline (Audit Trail)
  • Share Class Management
  • Cybersecurity Governance
  • Messaging
  • Alerts, Reminders and Tasks
  • Country Risk (Adv)
  • Sanctions Screening
  • Adverse media
  • Invoicing
  • Fees Management

Enterprise

Per Agreement
? Custom
  • Entities
  • Users
  • Teams
  • Multiple Organizations
  • Compliance Management
  • Risk management
  • Onboarding
  • Document Center
  • Calendar
  • Custom Reporting
  • Dashboards
  • Structure Maps
  • Security Center
  • Timeline (Audit Trail)
  • Share Class Management
  • Cybersecurity Governance
  • Messaging
  • Alerts, Reminders and Tasks
  • Country Risk
  • Sanctions Screening
  • Adverse media
  • Invoicing
  • Fees Management