Pricing
Simple plans for serious offices
Every plan starts with a 14-day trial. No card required to begin.
Private Office
For a single principal and a small support team.
US$299 / month
- ✓One principal
- ✓Up to five staff users
- ✓Core decision workflows
- ✓Secure documents
- ✓Daily briefing
- ✓Standard reporting
Most popular
Family Office
For multi-principal offices with advisers and workflows.
US$699 / month
- ✓Up to three principals
- ✓Up to 20 users
- ✓Advanced permissions
- ✓Custom workflows
- ✓Recurring decisions
- ✓Adviser access
- ✓Advanced reporting
Enterprise & Concierge
For concierge firms and estate-management companies.
Custom
- ✓Multiple offices or client organisations
- ✓White-label options
- ✓Custom onboarding
- ✓Priority support
- ✓Advanced security configuration
- ✓Custom agreements
Prices shown in US dollars, excluding applicable taxes. Plans can be changed or cancelled at any time; billing is handled securely by our payment provider.