Pricing
Plans that fit how you work.
Transparent for clients. Personal for advisors. Always built around the way the work actually happens.
Essential
For lean teams keeping a small portfolio of entities in order.
€300per month, ex VAT
- Up to 3 entities
- Up to 3 users
- Core workflow templates
- Document repository
- AI assistant
- Email support
Most popular
Growth
For scaling organisations coordinating multiple entities and advisors.
€700per month, ex VAT
- Up to 15 entities
- Up to 10 users
- Core workflow templates
- Document repository
- AI assistant
- Priority support
Custom
For complex groups with bespoke requirements.
Let's talktailored
Scope, entities, users and support defined upon request.
Contact usAll prices are exclusive of VAT. Need something different? Contact us for tailored arrangements.