Pricing
Exclusive access, transparent terms
Institutional-grade portfolio intelligence at every tier. Choose the service level that matches your ambition.
Heritage
$
0
/mo
Foundational portfolio oversight for the discerning individual.
- Portfolio overview dashboard
- Up to 3 linked accounts
- Monthly performance statements
- Standard market data access
- Email correspondence
Most Popular
Pinnacle
$
79
/seat/mo
Complete advisory suite for teams that manage significant capital.
- Advanced portfolio analytics
- Unlimited linked accounts
- Real-time performance tracking
- Priority advisory line
- Institutional market data
- Custom reporting suite
Privé
Custom
Bespoke wealth intelligence for institutions and family offices.
- Everything in Pinnacle
- Dedicated relationship manager
- Bespoke investment strategies
- Concierge onboarding
- Full API access
- White-label solutions