Clear-cut pricing
with no surprises.
Because navigating compliance is already complex enough, we’ve made our pricing as painless as possible. No lock-in contracts.
No credit card required to get started | Unlimited time on Free plan
Features - Everything in Free +
CCM & investment Commitment Meeting Management
Client File Reviews & Pre-Vetting
Onboarding
Representative Attestations
Compliance Calendar
Monitoring & Supervision Tools
Adviser Profiles & Attestations
Professional Year Facilitation
Premium
From $297 p/month
Scale your compliance operations.
Premium features for growing firms.
Clear-cut pricing
with no surprises.
Because navigating compliance is already complex enough, we’ve made our pricing as painless as possible. No lock-in contracts.
No credit card required to get started | Unlimited time on Free plan
Performance that adapts
to your unique needs.
From self-licensed practitioners through to Enterprise firms, our plans flex with your requirements.
Starter
Free forever
Premium
From $297 /mo
Enterprise
Chat to us.
TEAM SIZE
1-4
1-20
Unlimited
REGISTERS
Complaints (IDR) Register
COI Register
Incident and Breach Register
Outsourced Service Provider Register
Risk Register
s708 Register
Training Register
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
MODULES
Internal Broadcasting
Policy Hosting
Regulatory Updates
Task Management
Regi AI Chatbot - General Compliance Queries
Adviser Onboarding
Adviser Profiles
Adviser Review Tools
Pre-vetting Tools
Attestations
Compliance Calendar
Compliance Committee Meetings
Investment Committee Meetings
Professional Year Facilitation
Reporting Tools
Customised Modules
Customised Registers
Customised Workflows
Priority Support
Yes
Yes
Yes
Yes
3x Queries p/Day
X
X
X
X
X
X
X
X
X
X
X
X
X
X
Yes
Yes
Yes
Yes
Unlimited
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
X
X
X
X
Yes
Yes
Yes
Yes
Unlimited
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes