Perfect for small teams or firms starting with their first enforced workflow.
Includes:
1 Enforced Workflow
Immutable Audit Ledger
Document Vault & Evidence Export
1 Admin Seat
Standard Support (24-hour response)
Quarterly Evidence Review
Perfect for small teams or firms starting with their first enforced workflow.
Includes:
1 Enforced Workflow
Immutable Audit Ledger
Document Vault & Evidence Export
1 Admin Seat
Standard Support (24-hour response)
Quarterly Evidence Review
Includes:
1 Enforced workflow
Immutable Audit Ledger
Document Vault & Evidence Export
1 Admin. Seat
Standard Support (24-hr response)
Quarterly Evidence Review
Best for:
RIAs, Family offices, and boutique firms needing a single critical workflow enforced.