Pricing to suit managers of all sizes.

The platform is priced on the size of your funds. Each service you add is priced per fund, by its size and complexity, except investor services, which are charged per transaction. Your quote shows each line, so you can see what you pay for.

Every client gets 500 free credits a month, resetting on the 1st, so your team can try the agents on your own data. When you need more, you move to an annual credit plan. Plans start from a base allocation and scale with the size of your funds and how much your team uses the agents. Any use beyond your allocation is charged at the overage rate in your plan.

Per transaction, at our standard rates, for work such as processing an application, running an AML/KYC check, answering an investor enquiry, or completing a transfer. Your quote estimates a year's fees from your number of investors. Each month, you're billed for the work we actually did, not a flat fee.

Yes. Add a fund or a service at any time, on the same terms as your existing contract. Your contract sets out the price of new funds and higher tiers in advance. If your funds grow into a higher tier, it applies from the 1st of the next month. If they shrink, your fee steps down from the next quarterly invoice, but never below the fee you signed at.

Every client gets the Free plan, which suits evaluation and testing. Business and Enterprise plans add higher rate limits, larger monthly quotas, and technical support for regular use and production integrations. You can upgrade at any time, with the fee pro-rated, and a downgrade takes effect at renewal.