Choose the plan that fits your fund size and needs. All plans include core features, compliance tools, and secure infrastructure. No hidden fees.
For CEFs under $50M in assets
For CEFs $50M - $500M in assets
For CEFs over $500M in assets
Large funds managing over $100M or requiring custom features can work with our team to build a tailored solution with dedicated infrastructure and support.
Yes! We offer a 30-day free trial for both Starter and Professional plans. No credit card required to get started. You can explore all features and migrate your data during the trial period.
We'll notify you when you approach your plan limits. You can easily upgrade to the next tier at any time. We offer prorated billing, so you only pay for what you use.
Absolutely! You can upgrade or downgrade your plan at any time. Changes take effect immediately, and billing is adjusted on a prorated basis.
We accept all major credit cards (Visa, MasterCard, American Express, Discover), ACH bank transfers, and wire transfers for annual plans.
Yes! Save 15% when you pay annually. Annual plans also include priority onboarding and additional training sessions.
All plans include email support with guaranteed response times. Professional and Enterprise plans include phone support. Enterprise customers receive 24/7 priority support with a dedicated account manager.
Yes! If you manage over $100M in assets or have unique requirements, contact our sales team for custom pricing and features tailored to your needs.
All plans include SOC 2 Type II Ready infrastructure, bank-grade encryption, immutable audit trails, automated backups, and disaster recovery. We also provide compliance support for IRS reporting and regulatory requirements.
Join hundreds of church extension funds managing billions in kingdom investments with our secure, compliant platform.
No credit card required • Cancel anytime • Full feature access during trial