Compliance + security, one price.

Flat monthly, per firm. Cancel anytime.

Solo
1 advisor
$299/mo
  • Examiner-ready WISP
  • Live compliance checklist
  • 24/7 monitoring & response
  • Automatic security patching
Most popular
Small
2–5 people
$599/mo
  • Examiner-ready WISP
  • Live compliance checklist
  • 24/7 monitoring & response
  • Automatic security patching
Growing
6–10 people
$999/mo
  • Examiner-ready WISP
  • Live compliance checklist
  • 24/7 monitoring & response
  • Automatic security patching

Every plan includes the full product — pick the tier that matches your firm size.