Pricing

Simple, transparent pricing for every family office size

For single-family offices getting started

Up to 5 users

People & Entities modules

Document management

Basic reporting

Email support

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For growing family offices with complex needs

Up to 25 users

All 11 domain modules

Advanced reporting & analytics

Priority support

Multi-entity management

Custom integrations

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For large family offices and wealth managers

Unlimited users

White-label options

Dedicated account manager

Custom SLA

On-premise deployment option

Advanced security features

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Can I switch plans later?

Yes, you can upgrade or downgrade at any time. Changes take effect on your next billing cycle.

Is there a free trial?

Yes, all plans include a 14-day free trial with full access to features. No credit card required to start.

What payment methods do you accept?

We accept all major credit cards, bank transfers, and can accommodate custom billing arrangements for Enterprise plans.

Is my data secure?

Absolutely. We use end-to-end encryption, Keycloak SSO, OpenBao secrets management, and comply with industry security standards.