Pricing Table
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Starter
Starting at
$299
month
5 User
Simple Tax Preparation
Fund Administration
Fund Administration
Popular
Standard
Starting at
$999
year
Up to 10 users
Series of Entity Included
Investor Onboarding
Fund Manager
Enterprise
Starting at
$1,999
year
Up to 100 users
30 Investments Included
18 Month Raising Period
Annual Financial Statements
Starter
Starting at
$299
month
5 User
Simple Tax Preparation
Fund Administration
Fund Administration
Standard
Starting at
$999
year
Up to 10 users
Series of Entity Included
Investor Onboarding
Fund Manager
Enterprise
Starting at
$1,999
year
Up to 100 users
30 Investments Included
18 Month Raising Period
Annual Financial Statements
