Entry tier
$900 a month
Unlimited users · Unlimited bank account connections · 20 custodian accounts
Checked 20 Sep 2026

Unlimited users · Unlimited bank account connections · 20 custodian accounts
Checked 20 Sep 2026
20 extra investment accounts
Checked 20 Sep 2026
Up to 20 holdings
Checked 20 Sep 2026
Dedicated isolated server
Checked 20 Sep 2026
Year-one implementation fee
Checked 20 Sep 2026
Unlimited users · Unlimited bank connections · 20 custodian accounts included · Additional investment-account packs, alternative-fund holdings, and private cloud priced separately
Checked 30 Sep 2026
For family offices above $1B, multi-jurisdiction, or with unusual structures · Quote covers entity count, custodian mix, and onboarding scope
Checked 30 Sep 2026