Essentials
$250 a year
Everything except what's listed under Black
Checked 8 Oct 2026

Everything except what's listed under Black
Checked 8 Oct 2026
Essentials plus ownership tags, nested portfolios, guided onboarding, and VIP support
Checked 8 Oct 2026
White-label web and mobile · Unlimited connections per client portfolio · Support for multiple asset classes, currencies, and entities
Checked 20 Sep 2026