Your requirements. Your price.

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Client File

Our secure vault that automatically notifies you when clients need to be reassessed. It enables you to continuously access and update all client data anytime, anywhere. More info

Would you like to use continuous monitoring on clients, including a login portal for you and your clients?

How many current clients do you have?

What percentage of your current clients are legal entities and/or represent multiple accounts?

Client Onboarding

KYC legislation can make onboarding a nuisance. But we’ve developed a very user-friendly way to get your clients in. More info

How many clients do you onboard per month?

What percentage of your new clients are legal entities and/or represent multiple accounts?

PDF Forms

Do you want any third-party PDF forms to be automatically filled with client information (e.g. custodian bank, tax services)?

How many PDF forms should be automatically filled with client information?

Custom Documents

Do you want your documents to be automatically filled with client information (e.g. investment proposal)?

Financial Investment Plan

Get insights in the financial situation, investment goals and risk appetite of your client and create matching investment proposals. More info

Would you like to use our Financial Investment Plan? (only available with Professional)

Fill in your email address to receive a personal link to this proposal:

One-off Fee
	Essential	Professional
Setup Fee
PDF Forms
Custom Documents
Monthly Fee
Client File
Client Onboarding
PDF Forms
Custom Documents
Financial Investment Plan	Not Available
Totals
One-off Fee
Monthly Fee

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