One Price per Firm. Unlimited Clients.
Unlimited Firm Users. 14-Day Money Back Guarantee.
The Vault
Secure Transfer Only
$15.83
/mo
2 Months Free!
- Client/Firm Upload Links
- Automated Client Folder Saving
- 25GB Transfer / Mo
- Audit Logs
- No "Auditable Intelligence"
- No "Automated File Renaming"
BEST VALUE
Smart Ecosystem
Auditable Insights
$41.66
/mo
2 Months Free!
- Everything In The Vault Plus:
- Bonus 5GB / Mo Transfer
-
5,000 Credits / Mo What counts as a credit?
- Auditable Intelligence
- Smart File Renaming
- Pre-Built Planning Tools
- Fund Tax Center
Enterprise
Custom Solutions
Starting At:
$600
/mo
Annual Commitment Required
- Centralized Management
- Granular Team Roles
- Multiple Firm Upload Links
- Dedicated Support
| Compare Plans | Vault | Auditable Insights | |
|---|---|---|---|
| Monthly Price | $19 | $50 | |
|
Annual Price
2 Months Free!
|
$190/yr
|
$500/yr
|
|
| Access & Limits | |||
| Firm Account | 1 Admin Login | 1 Admin Login | |
| Granular Team Permissions | Enterprise Only | Enterprise Only | |
| Firm Upload Link | 1 Firm Link | 1 Firm Link | |
| Data Transfer Limit | 25GB / Mo | 30GB / Mo | |
| Credits / Month | — | 5,000 Credits | |
| Insights Engine | |||
| Paystub Extraction | — | ||
| Social Security (SSA) | — | ||
| Investment Statements | — | ||
| Brokerage 1099 Standardizer | — | ||
| Fund Tax Center | — | ||
| Data Freedom | |||
| Standard CSV / Excel | — | ||
| Auto-Categorization | Manual Only | Auto-Categorization | |
Need to convince the partners?
Use our interactive ROI calculator to generate a custom business case PDF showing exactly how many billable hours your firm will save.
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