Transparent, institutional pricing

Illustrative software pricing for evaluation; custody and regulated third-party services are outside the current product scope.

Starter

For boutique advisers

$499/mo
  • Up to 10 trusts
  • Core trust management
  • Beneficiary portal
  • Email support
  • Hash-chained audit log
Most popular

Professional

For growing trust desks

$1,499/mo
  • Up to 100 trusts
  • Controlled distributions
  • Compliance evidence workflows
  • Reporting & analytics
  • Priority support
  • API access

Enterprise

For banks & institutions

$4,999/mo
  • Unlimited trusts
  • Multi-organization
  • Dedicated success manager
  • Custom integrations
  • SAML / SSO
  • White-label ready

Need something bespoke? Talk to our team