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Pricing and Features

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  • Customized

    PROFESSIONAL

    999$
    Every month
    For single-fund managers who want clarity and confidence
     
    • Real-time 90% Asset Test monitoring
    • Form 8996 data tracking & history
    • Investor records & ownership tracking
    • Compliance timeline & key date alerts
    • Evidence vault for supporting documentation
    • Standard reporting & exports
    • Email support

  • MULTI-FUND

    2,499$
    Every month
    For up to 3 funds, with advanced features for scale
     
    • Includes Everything in Professional, plus:
    • Multi-fund & multi-asset support
    • Role-based team access & permissions
    • Investor classifications & tagging
    • Enhanced reporting packages
    • Form 8997 data export
    • API access for integrations
    • Priority support

  • ENTERPRISE

    4,999$
    Every month
    Institutional-grade compliance for scaled portfolios
     
    • Everything in Professional, plus:
    • Advanced audit & evidence reporting
    • White-label compliance packages
    • Full API & custom integrations
    • Dedicated customer success support
    • Priority onboarding & implementation
    • Expanded reporting and analytics

  • ESSENTIALS

    199$
    Every month
    For individual investors who want to stay compliant with confidence
     
    • Single Asset monitoring
    • 90% Asset Tests & Form 8996
    • Compliance timeline & key date alerts
    • Standard reporting & exports
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