We try to keep our product offering one core plan - SuperOS simple. This gives you everything you need to get started, with just a few add-ons if you need them, like extra advisor logins, or faster data sync.
Price: £1,000/month
Best for: Small family offices and advisors
Users: 1 included (additional users: £300/month each)
Assets Under Management (AUM): Unlimited
Clients: Unlimited
Support: Unlimited
Reporting: Unlimited
External Data Sources: 5
Imports: Unlimited
Contacts: Unlimited
File Storage: Unlimited
Client Portals: Unlimited