Protect your practice. Stay exam-ready.
Flexible plans for RIA firms of every size. No hidden fees.
Essentials
For individual RIA advisors
Monthly billing
Book a DemoProfessional
For growing RIA practices
Monthly billing
Book a DemoEnterprise
For multi-branch RIA firms
Contact us for pricing
Contact UsImplementation available from $2,500. Waived with 6-month or annual commitment.
Frequently Asked Questions
How do I get started?
Book a demo and we'll walk you through the platform with your specific use case in mind. After the demo, you can choose the plan that fits your firm and we'll get you set up.
What's included in the Essentials plan?
The Essentials plan includes single-user access, 10 meeting uploads per month, evidence-linked notes, SEC-ready documentation, PDF and CSV exports, and email support. Perfect for individual RIA advisors.
What's included in the Professional plan?
The Professional plan includes up to 10 users, 50 meeting uploads per month, ZIP bundle exports, API access, team roles & permissions, custom retention policies, and a dedicated account manager. Perfect for growing RIA practices.
What counts as a meeting upload?
A meeting upload is a single audio or video recording of a client interaction, regardless of duration. Supported formats include MP3, MP4, WAV, and M4A files up to 500MB per recording.
Can I change plans later?
Yes, you can upgrade or downgrade your plan at any time. When upgrading, the change takes effect immediately. When downgrading, the change will take effect at the end of your current billing period.
Need a custom solution?
We offer enterprise plans for larger teams with custom requirements, including advanced compliance workflows, custom integrations, and volume discounts.