Plans designed to automate Trusts,
Funds, Portfolios, and Family Offices.

Get started with a 60-day free trial.

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Monthly Payments
Annual Payments
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Planes

Individual

Popular
$199/month
50 active businesses included
Get started

Standard

Popular
$399/month
100 active businesses included
Get started

Enterprise

Popular
$784/month
Includes unlimited active businesses
Get started
Feature / Capability
Included active users
1
3
10
Monthly price per extra user (USD)
$55
$35
Supported business types
Trusts, Funds, Portfolios, Family Offices
Trusts, Funds, Portfolios, Family Offices
Trusts, Funds, Portfolios, Family OfficesFondos de Inversión, Portafolios
Support (5×8 tickets + knowledge base)
Funcionalidad
Client management (people/entities, per-vehicle roles, ownership %, documents)
Operations (income/expense, basic reconciliation, tasks & reminders)
Managed assets & goods administration
Investment management (fixed income & equities, positions)
Fund valuation / NAV
Per-vehicle accounting (custom CoA, auto-postings)
Reporting (dynamic, financial statements, regulatory exports)
Security & audit (roles, logs, MFA)
Sandbox (test environment)
Servicios Adicionales (Cotización Personalizada)
API integrations (Add-ons)
Optional
Optional
Optional
Facturación Electrónica
Valor adicional
Valor adicional
Valor adicional
App Móvil para Fondos de Inversión
N/A
N/A
Valor adicional

Planes

Individual

Popular
$179/month
Annual billing
50 active businesses included
Get started

Standard

Popular
$379/month
Annual billing
100 active businesses included
Get started

Enterprise

Popular
$744/month
Annual billing
Includes unlimited active businesses
Get started
Feature / Capability
Included active users
1
3
10
Monthly price per extra user (USD)
$55
$35
Supported business types
Trusts, Funds, Portfolios, Family Offices
Trusts, Funds, Portfolios, Family Offices
Trusts, Funds, Portfolios, Family OfficesFondos de Inversión, Portafolios
Support (5×8 tickets + knowledge base)
Funcionalidades
Client onboarding (people/entities, per-vehicle roles, ownership %, documents)
Operations (income/expense, basic reconciliation, tasks & reminders)
Managed assets & goods administration
Investment management (fixed income & equities, positions)
Fund valuation / NAV
Per-vehicle accounting (custom CoA, auto-postings)
Reporting (dynamic, financial statements, regulatory exports)
Security & audit (roles, logs, MFA)
Sandbox (test environment)
Servicios Adicionales (Cotización personalizada)
API integrations (Add-ons)
Optional
Optional
Optional
Facturación Electrónica
Valor adicional
Valor Adicional
Valor Adicional
App Móvil para Fondos de Inversión
N/A
N/A
Valor Adicional

FAQs

Can I scale vehicles or users?

Yes, purchase extra vehicle bundles and additional users (per plan rules).

Is Setup remote?

Yes, guided parametrization with recorded trainings.

What’s the extra user price?

Standard: $55/mo. Enterprise: $35/mo. Individual: N/A.

Is the trial card-free?

Yes, 60-day free trial.

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Use Cases
Trust AdministrationInvestment FundsFamily OfficesWhite-Label Financial ERP
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