Transparent pricing for teams serious about ownership data

A position is a unique ownership record: one asset identifier held by one beneficial owner account at a given point in time. A fund holding 50 different real estate debt instruments across 3 custodians would have 50 positions if those positions are distinct assets, or fewer if some instruments are held across multiple custodians and reconcile to the same position. We count reconciled positions, not raw feed entries.

Yes. You can upgrade to a higher tier at any time. The upgrade takes effect immediately and we prorate the billing for the current month. Downgrades take effect at the start of the next billing cycle. There is no penalty for changing tiers.

We provide a 90-day data export window after cancellation. You can request a full structured export of all ownership records, audit logs, and compliance reports at any time during that window. After 90 days, data is deleted from our systems unless you have an active regulatory retention requirement, in which case we will work with you on a compliant archival arrangement.

Annual billing is available on Reconcile and Institutional tiers. Contact us at [email protected] to discuss annual terms. Annual commitments typically include a service credit arrangement that monthly billing does not.

For Monitor tier, onboarding is self-guided with documentation and email support. Typical time to first reconciliation run is 3-5 business days. For Reconcile tier, you get a dedicated customer success contact who will walk through feed mapping, configure your normalization rules, and run a validation cycle with your real data before you go live. Institutional tier includes white-glove onboarding with migration assistance from your current process.