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Transparent Pricing

Pay for the features you want and the users you need. Simple.

(Like how we make compliance.)

Starter

$

45

/month

Just the basics for small teams and startup advisers

Everything to get you started

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Compliance Calendar

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Task Management

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Policies and Procedures

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Risk Register

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10 GB Document Storage

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Specialist Marketplace

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Concierge Onboarding

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2 Users ($15/month per

additional user)

Team

$

125

/month

Extra tools to manage growing organizations

Everything in Starter, plus

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Internal Reviews

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Audit Management

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Auditor Portal

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50 GB Document Storage

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3 Users ($15/month per

additional user)

Business

$

250

/month

The works for established advisers seeking automation

Best Value

Everything in Teams, plus

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1 TB Document Storage

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Forms (Attestations, Logs, and

Pre-approvals)

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5 Users ($15/month per

additional user)

*All plans come with a 60 day money back guarantee.
That’s how confidently we can get your compliance program up and running.

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