Two pricing dimensions: choose your registration type and your client count. All plans offer a 17% discount for annual commitment.
How many active clients does your firm have?
Registered Investment Adviser
Billed monthly · Switch to annual to save 17%
Start Free Trial14-day trial · No card required
Registered Broker-Dealer (BD)
Billed monthly · Switch to annual to save 17%
Start Free Trial14-day trial · No card required
BD + RIA — full feature set
Billed monthly · Switch to annual to save 17%
Start Free Trial14-day trial · No card required
ERISA Service Provider and Fund Complex registrations are quoted separately. Contact us.
Every plan includes all core platform capabilities. Feature availability varies by registration type.
Extend your plan with optional capabilities. Available on all registration types.
Yes. All plans include a 14-day free trial with full feature access. No credit card required.
Active clients are counted at billing time. Clients with no platform activity in the past 12 months are excluded.
Select the Dual Registrant plan. It includes the complete feature set for both registration types at a single price.
Yes. These registration types have specialized disclosure requirements. Pricing is quoted separately — contact us for a custom proposal.
Absolutely. Upgrades take effect immediately; downgrades apply at your next billing cycle.
All major credit cards, ACH, and wire transfers. Annual plans can also be invoiced.
14-day free trial. No credit card required. Cancel anytime.