Best For:
Large RIAs, Multi-family offices, Fund Administrators and Regulated Teams with complex processes
For firms that require institutional-grade operations, unlimited workflows, and strict SLAs.
Includes:
Unlimited Enforced Workflows
Unlimited Admin Seats
Dedicated Support Line
1-Hour Critical SLA
Custom Rule Design
Monthly Compliance Reporting
Quarterly Workflow Optimization
White-Glove Onboarding
For firms that require institutional-grade operations, unlimited workflows, and strict SLAs.
Includes:
Unlimited Enforced Workflows
Unlimited Admin Seats
Dedicated Support Line
1-Hour Critical SLA
Custom Rule Design
Monthly Compliance Reporting
Quarterly Workflow Optimization
White-Glove Onboarding
Best For:
Large RIAs, Multi-family offices, Fund Administrators and Regulated Teams with complex processes