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
- Up to 5 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
- Up to 30 entities
- Up to 15 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 usNeed something different? Contact us for tailored arrangements.