Pricing
Starter
$10,000
/yr
Pro
$20,000
/yr
Enterprise
Custom
Feature Comparison
Firm AUM
Users*
Up to 10
Up to 25
Custom
Segregated, Secure Content Vault
Content Onboarding Tools
Content Onboarding Service**
RFP Agent
Drafts Agent
DDQ Data Update Agent
Microsoft Word and Excel Plug-ins
Google Chrome and Microsoft Edge Plug-ins
Max Docs per Quarter
50
250
Custom
Cloud
Public
Public
Public or Private
* Additional Users cost $50/user/month
** One time small implementation fee depending upon volume