Foundation
Single fund, straightforward investor base.
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Quoted per organisation
- One client organisation
- One fund
- Individual, joint and company applicants
- Core compliance queue
- Standard document templates
- Evidence pack export
Pricing
Scoped to your organisation, not to a checkout page.
Onboarding volume, entity complexity, verification usage and compliance requirements vary widely between funds. We price against your actual process.
Professional
Multiple funds and mixed entity structures.
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Quoted per organisation
- Multiple funds
- Trusts, unit trusts and SMSFs
- Beneficial owner mapping
- Accountant certification portal
- Configurable eligibility pathways
- Custom document and email templates
- Role based reviewer workflows
Enterprise
AFSL holders, administrators and multi entity groups.
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Quoted per organisation
- Multiple client organisations
- Advanced role and permission model
- Custom integrations
- Configurable retention policies
- Read only auditor access
- Priority support and onboarding assistance
Tier names and inclusions are indicative and may change as the platform is released. No pricing shown on this page constitutes an offer. Verification and screening usage may be billed separately depending on the provider your organisation connects.
Tell us about your onboarding volume.
We will come back with a scoped proposal covering configuration, integrations and support.