Annual billing, no contracts, no per-seat fees. Every plan includes the full feature set — only the number of entities and investments changes.
One flat rate for CPAs serving family office clients. Feature access inherits from your highest-tier client — no per-client fees, no per-seat charges. Add unlimited clients.
Common Questions
Everything you need to know about pricing, billing, and plans.
We don't offer a free trial, but we're happy to walk you through the platform personally. Email [email protected] to schedule a demo.
Yes. Upgrade at any time and we'll prorate the difference. Downgrades take effect at your next renewal.
Any legal structure you track investments under — a trust, LLC, individual, foundation, etc.
Accountants pay a flat $349/year and automatically inherit the features of their highest-tier client. If your client is on Professional, you get Professional features — at no extra cost.
Subscription fees are non-refundable except as required by law. Reach out before subscribing if you have questions.