Pricing
Plans That Match How You Distribute
Start online, add securities and workflows as your distribution program grows. Transaction and payment fees are presented separately where applicable.
Starter
For companies with straightforward distribution requirements.
- Single company profile
- Shareholder record upload
- Core distribution types
- Validation and exception review
- ACH payment processing
- Standard distribution reporting
Most common
Professional
For companies managing recurring distributions and larger shareholder bases.
- Multiple securities and entities
- Recurring distribution schedules
- Transfer-agent approval workflows
- ACH and wire payments
- Full exception management
- Reconciliation and audit reporting
Enterprise
For companies, funds, and organizations requiring advanced integrations, workflows, or high-volume processing.
- Advanced integrations
- Custom approval hierarchies
- High-volume processing
- Multi-vehicle and fund structures
- Extended reporting and exports
- Dedicated onboarding support
Plan pricing is confirmed during self-service setup based on securities, distribution frequency, and investor volume.
FAQ
Frequently asked questions
- Do I need to talk to sales to start?
- No. You can create your account, set up your company, and configure a distribution online. Enterprise programs with advanced integrations can request onboarding support.
- Are payment fees included?
- Transaction and payment fees for ACH and wire processing are presented separately from plan pricing where applicable.
- Can we change plans later?
- Yes. Plans are aligned to securities, distribution frequency, and investor volume, and can be adjusted as your program grows.