Essentials
For a small team.
$99/mo
- Up to 5 people
- 15 scans per user per month
- Knowledge base, upload, and review
- Invites and roles
- Built-in FINRA Rule 2210 and SEC Marketing Rule 206(4)-1 checks
- Firm library wording only
Plans for the firm.
14 days free. Then the firm is billed.
Start 14-day free trial
Essentials Plus
For a small team that scans without a cap.
$129/mo
- Up to 5 people
- Everything in Essentials, plus: Unlimited scans
- Knowledge base, upload, and review
- Invites and roles
- Built-in FINRA Rule 2210 and SEC Marketing Rule 206(4)-1 checks
- Firm library wording only
Professional
Most usedFor the working firm.
$399/mo
- Up to 25 people
- 20 scans per user per month
- Knowledge base, upload, and review
- Invites and roles
- Built-in FINRA Rule 2210 and SEC Marketing Rule 206(4)-1 checks
- Firm library wording only
Professional Plus
For the working firm that scans without a cap.
$449/mo
- Up to 25 people
- Everything in Professional, plus: Unlimited scans
- Knowledge base, upload, and review
- Invites and roles
- Built-in FINRA Rule 2210 and SEC Marketing Rule 206(4)-1 checks
- Firm library wording only
- 25+ users
- More seats
- Custom scan volume
- Knowledge base, upload, and review
- Invites and roles
- Built-in FINRA Rule 2210 and SEC Marketing Rule 206(4)-1 checks
- Firm library wording only
- Talk to us
Notes
- The trial
- Paid plans start with 14 days free. Then the firm is billed. No charge to create the firm.
- Annual
- Annual is 10% off the yearly total, rounded down to a whole dollar. Billed once a year.
- Scans
- Scans reset each calendar month. Unused scans do not carry over. There is no extra-scan overage.
- Invites
- People who join from an invite do not pick a plan. They join the firm that invited them.