Transparent pricing and dependable wire fraud protection for wealth management firms and independent advisors, with flexible licensing that grows with your business.
We provide enterprise-grade authentication with a simple, developer-friendly cost structure.
Test the platform features thoroughly. One agent can fully use and configure the service during the evaluation period without committing payment details.
No long-term contracts or hidden lock-ins. The account owner can adjust parameters or cancel at any time directly through the account settings page.
Add new advisors, compliance officers, or support agents whenever needed. We automatically prorate mid-cycle agent additions instantly.
Use our pricing calculator tool to gauge precise service metrics based on team headcount and text/email code usage requirements.
All registered agent seats retain permission to verify firm clients.
Start Protecting Clients
At the end of your 7-day trial, your payment card (after being provided) will be charged every month, your total will be calculated as follows:
Start protecting your clients, your firm's revenue, and your professional reputation today.