Asset, wealth and investment managers
Coordinate portfolios, client records, cash, reconciliations, reporting and operational evidence around one control layer.
Core operational control for a focused investment-management team.
Implementation from US$3,500
More capacity, reporting and workflow control for a growing manager.
Implementation from US$6,500
A tailored environment for complex mandates, higher volumes and institutional controls.
Package comparison
See the capacity, workflow and control features included at each price point. Institutional packages are scoped around your operating model.
| Features and capacityAsset managers | CoreUS$299/monthEssential control | RecommendedGrowthUS$649/monthExpanded capability | InstitutionalContact usTailored scope |
|---|---|---|---|
| Capacity | |||
| Client accounts | Up to 500 | Up to 2,500 | Tailored |
| Funds or mandates | Up to 2 | Up to 10 | Tailored |
| Full users | 10 | 25 | Tailored |
| Transaction capacity | Core allocation | Expanded | Tailored |
| Platform capabilities | |||
| Portfolio and client records | ✓ | ✓ | ✓ |
| Cash and ledger visibility | ✓ | ✓ | ✓ |
| Reconciliation workflow | ✓ | ✓ | ✓ |
| Client statements | ✓ | ✓ | ✓ |
| Advanced reporting workflows | — | ✓ | ✓ |
| Exception and approval management | — | ✓ | ✓ |
| Multi-fund operating visibility | — | ✓ | ✓ |
| Institutional options | |||
| Multi-mandate architecture | — | — | ✓ |
| Advanced control design | — | — | ✓ |
| Integration and migration planning | — | Optional | ✓ |
| Dedicated environment | — | Optional | ✓ |
Need a specific integration, higher capacity or a dedicated environment? We will scope it with your team.
Discuss institutional pricing ↗Commercial clarity
Additional users, branches, funds, accounts or transaction volumes.
Historical migration, standard connectors and third-party services.
Dedicated cloud infrastructure or high-availability requirements.
Custom workflows, onsite training and institution-specific development.
Choose the right starting point
Bring us the operating workflow and expected capacity. We will recommend the smallest credible package.
Founding pricing shown in US dollars and limited to qualifying early customers. Prices exclude VAT, third-party usage, bespoke integrations, extensive migration and travel. Final scope is confirmed in a signed proposal.
