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Transparent Pricing

Choose the Modules you need, the number of users & your firm size (AUM)
for indicative pricing (excluding Implementation)
Annually (save 15%) Monthly
CRM Customer Relationship Management
$2,500
monthly (paid annually)
  • Account and Contact Management
  • Prospect Management
  • Email & Calendar sync with Gmail or Outlook
  • Activity Tracking (Calls, Emails, Tasks, Meetings)
  • Pipeline & Forecast Management
  • Mass Email & Campaign Management
  • Work Queue Management
  • Team Communication / Collaboration
  • Configurable Reports & Dashboards
  • Document Management & Collaboration
  • Roles & Permissions Management
  • Custom Fields / Custom Tabs
  • Tablet & Mobile App
  • 1,000's of 3rd Party Integrations (via AppExchange)
  • .
  • Additional Costs
  • Per User (Internal) : $140 per month
  • AUM Fee : N/A
  • Training and Configuration : $3,500 (one-off)
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IFM Investor & Fund Management
$3,000
monthly (paid annually)
  • Digital Onboarding for Investors
  • Digital Fundraising
  • Fund / SPV Data Rooms (Unlimited)
  • Investor Portal (Your Brand)
  • Capital Call & Distributions Management
  • Fund Administrator Integration
  • DocuSign pre-integrated
  • Investor Reporting
  • Investor Activity Tracking
  • Waterfall Management
  • Partner Management (RIA / Family office)
  • Approvals Management
  • Plaid Integration (Money Movement)
  • AIC Integration (Invest Ready & Parallel Markets)
  • .
  • Additional Costs
  • Per User (Internal) : $140 per month
  • AUM Fee : $250 per $100M in AUM
  • Training and Configuration : $9,500 (one-off)
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DPM Deal & Portfolio Management
$3,000
monthly (paid annually)
  • Deal Flow Tracking
  • Deal Teams
  • Due Diligence Management
  • Portfolio Management
  • Financials Tracking
  • Portfolio Portal (Your Brand)
  • Self-Reporting - Financials (Via Portal)
  • Referrals Tracking
  • Portfolio Reporting & Dashboards
  • Google Maps Integration
  • Pitchbook Integration
  • Crunchbase Integration
  • Preqin Integration
  • Slack Integration
  • .
  • Additional Costs
  • Per User (Internal) : $140 per month
  • AUM Fee : $250 per $100M in AUM
  • Training and Configuration : $8,500 (one-off)
Contact Us

Want formal Pricing and a Proposal that shows you exactly how long it takes to get fully implemented?

Book a meeting with Sales

We'll discuss what success looks like for you, your operational
workflows and how we play nicely with your existing technology

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