Pricing
600 Documents
Meetings AI Included
Benefits
PDF Brokerage Docs
PDF Estate Docs
Documents
Asset Classification
Data Download and Porting
Cost Basis / Unrealized Gain
Features
Target Allocations
Top Drivers of Risk
Tax Efficient Implementation
Fee Comparison
Chatbot Assistant
Rest / Transit Encryption
Data / Security
Annual Document Volume
Annual Document Volume
600
600
1,500
1,500
4,000
4,000
Custom
Custom
Meetings ($60 month/seat)
Meetings ($60 month/seat)
Included
Included
Included
Included
Included
Included
Custom
Custom
Documents
Documents
Professional
Professional
Growth
Growth
Scale
Scale
Enterprise
Enterprise
PDF Brokerage Docs
PDF Brokerage Docs
PDF Estate Docs
PDF Estate Docs
Portfolio Review Slides
Portfolio Review Slides
Image / Scans
Image / Scans
Website Downloads
Website Downloads
Handwritten Notes
Handwritten Notes
Excel
Excel
Coming Soon
Coming Soon
Coming Soon
Coming Soon
Coming Soon
Coming Soon
Features
Features
Professional
Professional
Growth
Growth
Scale
Scale
Enterprise
Enterprise
Asset Classification
Asset Classification
Ticker Enrichment
Ticker Enrichment
Cost Basis / Unrealized Gain
Cost Basis / Unrealized Gain
Data Download and Porting
Data Download and Porting
Target Allocations
Target Allocations
Top Drivers of Risk
Top Drivers of Risk
Tax Efficient Implementation
Tax Efficient Implementation
Fee Comparison
Fee Comparison
Chatbot Assistant
Chatbot Assistant
API Integrations
API Integrations
Coming Soon
Coming Soon
Coming Soon
Coming Soon
Coming Soon
Coming Soon
Coming Soon
Coming Soon
Data / Security
Data / Security
Professional
Professional
Growth
Growth
Scale
Scale
Enterprise
Enterprise
Rest / Transit Encryption
Rest / Transit Encryption
Zero Data Retention
Zero Data Retention
SSO (Single Sign On)
SSO (Single Sign On)
1,500 Documents
Meetings AI Included
Benefits
Image / Scans
Everything in Professional and…
Handwritten Notes
Portfolio Review Slides
Website Downloads
Documents
Features
Same as Professional plan
Data / Security
Same as Professional plan
4,000 Documents
Meetings AI Included
Benefits
Same as Growth plan
Documents
Features
Same as Growth plan
Zero Data Retention
Everything in Growth and…
SSO (Single Sign On)
Data / Security
Everything on Scale and you can customize with your request.
Ready to Future-Proof Your Wealth Management Firm?
Ready to Future-Proof Your Wealth Management Firm?
Ready to Future-Proof Your Wealth Management Firm?
