Subscription tiers

From the horizon to the whole sky

A navigation ladder for private capital. Base entitlements are bundled cheaply; premium AI inference is metered on top — so light users never subsidize heavy ones. The domain safety rails ship in every tier.

MonthlyAnnualSave 2 months

Horizon

Solo / emerging family office

Free

Get a true reference line on a handful of funds.

Client entities1
Funds10
Seats2
Documents / mo100
AI extraction credits100
Premium AIOff
ResidencyUS (default)
Audit retention1 year
  • Dual-control wires & fraud hard-stops
  • Immutable provenance
  • Community support

Polaris

Boutique allocator / small MFO

$499/mo

The fixed guiding star for a growing book.

Client entities3
Funds50
Seats8
Documents / mo1,000
AI extraction credits1,500
Premium AI50 calls (opt-in PAYG)
ResidencyUS / EU
Audit retention3 years
  • OAuth SSO (Google / MS)
  • 3 integration connectors
  • Email support · 1 business day
Most chosen

Vega

Mid-market OCIO / MFO

$1,499/mo

Multi-entity operations with SSO and residency.

Client entities15
Funds300
Seats30
Documents / mo7,500
AI extraction credits10,000
Premium AI500 calls (opt-in PAYG)
Residency+ Singapore (MAS)
Audit retention7 years
  • SAML SSO
  • 10 connectors · local Podman pipeline
  • 8h response SLA

Zenith

Institutional OCIO / large MFO

$3,999/mo

The commanding vantage — full automation, premium AI.

Client entities75
Funds2,000
Seats150
Documents / mo40,000
AI extraction credits60,000
Premium AI3,000 calls (opt-in PAYG)
ResidencyAll incl. Korea
Audit retention10 years
  • SAML + SCIM
  • 30 connectors
  • 4h response + phone

Constellation

Sovereign OCIO

Custom

The whole sky — unlimited scope, dedicated & region-pinned.

Client entitiesUnlimited (soft 500+)
FundsUnlimited
SeatsCustom
Documents / moCustom
AI extraction creditsPooled / custom
Premium AINegotiated + metered
ResidencyDedicated + region pinning
Audit retentionCustom (immutable WORM)
  • SAML + SCIM + custom IdP
  • Unlimited connectors · on-prem appliance
  • 1h response + dedicated TAM

Non-negotiables ship in every tier: hard SLA clocks, dual-control on wires > $5M, SSI-change fraud hard-stop, and immutable provenance. Tiers gate scale and premium AI, never safety.