06Early access
The workspace behind the free tools.
The free tools will stay free. We are building a workspace that produces firm-specific compliance documents, tracks every deadline and keeps the evidence an examiner asks for.
Nothing to pay today. The workspace is not built yet. Reserving a founding-member spot only puts you on the list and tells us which plan matters to you. Prices shown are the planned founding prices.
Solo
$199 / month, founding price
- One adviser firm, up to 2 users
- Form ADV and Form CRS calendar with reminders
- Reg S-P plan and vendor register
- Annual review workbook
Team
$499 / month, founding price
- Up to 15 users
- Everything in Solo
- Marketing review log and website scan
- Code of ethics reporting
- Exam binder export
Firm
$999 / month, founding price
- Multiple entities and unlimited users
- Everything in Team
- Outsourced-CCO multi-client view
- Priority onboarding
Planned scope, subject to change. None of these features exist yet.
Reserve your spot
You are on the list. We will email you before anything is charged, and you can say no then.