Simple, transparent pricing.

Yes. Each firm runs on its own dedicated instance with its own database. There is no shared schema, no row-level multi-tenancy, no cross-firm joins. Data isolation is structural — enforced at the infrastructure layer, not by a configuration setting that could be flipped by mistake.

Weeks, not months. White-glove onboarding includes a discovery call, two or three real client structures modeled with you, branding configured on PDF exports, and a live team training session. Pace depends on how quickly your team can hand off structures for us to model alongside you.

Yes. Your firm’s logo and disclosure footer text are applied to every PDF generated from your instance — single-asset reports, group bundles, whole-family rollups, and per-person reports. One firm, one brand, applied consistently across every family you report on.

You own your data. On cancellation we provide a reasonable export window during which you can pull a structured export of every family, asset, entity, ownership relationship, valuation history record, and audit log. After that window the data is deleted from our systems.

Yes — that’s a core part of our white-glove onboarding. We model your first 2–3 real client structures in the platform alongside your team, so you’re not figuring out the data shape on your own. After that, bulk entity and valuation upload tools let your team move the longer tail at your own pace.

Add seats at the same $50/user/month rate. The 10-user floor is a minimum, not a ceiling. Larger firms typically have a mix of Editor and Viewer roles, and Viewers see the same data without the editing chrome.

Thirty minutes on a video call. Five minutes of context on your book, twenty on a live walkthrough of representative family-office data (structure editor, ownership graph, beneficial-owner roster, PDF export, Meeting Mode), and five on what onboarding would look like for you. Bring a real ownership chain if you’d like — we’ll model it during the call.