Scoped once to your billing relationships and the complexity of your book. No surprise modules, no forced migration.
Thirty minutes, no prep, no deck. We demo a live book running first. Bring yours and we will show you what it looks like automated.
A flat annual subscription from a published rate card, scoped to your book. Two inputs set it: your billing relationships and the complexity of your book, never AUM and never per feature. Walk through your own number on the pricing calculator. Added modules are priced only when you add them.
Historical migration is quoted as a success fee. You pay it only if we successfully extract and reconcile the series, and we prove it during the parallel run, so nothing cuts over until your numbers and ours agree.
Values, activity, and income come standard. Time-weighted returns are scoped per firm, against the exact data points your current reports show.
Interactive Brokers today. Schwab and Fidelity next. If yours is different, tell us; feed coverage is where we start every conversation.
Your team approves; {{ brand }} does the rote work. We stay embedded through cutover and beyond, and every correction still carries a human sign-off.