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    Pricing

    Enterprise-grade stewardship.
    Boutique-friendly pricing.

    No per-seat fees. No six-figure contracts. Every plan includes the full platform — every capability, all 6 regulatory frameworks, and dedicated support.

    Starter
    Boutique AM · 1–10 funds
    $5,000/year
    • Full platform access
    • Up to 10 funds
    • 1,000 stewardship actions/month
    • All 6 regulatory frameworks
    • Email support
    Get Started
    Most popular
    Best Practice
    Mid-size AM · 10–50 funds
    $7,500/year
    • Full platform access
    • Up to 50 funds
    • 2,500 stewardship actions/month
    • All 6 regulatory frameworks
    • Priority support + dedicated CSM
    Get Started
    Enterprise
    Large boutique · 50+ funds
    Custom
    • Full platform access
    • Unlimited funds
    • 10,000 stewardship actions/month
    • Custom reporting templates
    • Dedicated CSM + quarterly strategy review
    Request a Quote
    How we compare

    A fraction of the incumbent cost.

    Glass Lewis
    $20–80K/yr
    Legacy proxy vendor
    ISS
    $50K+/yr
    Legacy proxy vendor
    engage insights
    from $5K/yr
    Full platform

    Same regulatory coverage. A fraction of the cost. Plus sovereign debt and bond engagement tracking they don't offer.

    FAQ

    Questions, answered.

    What counts as a stewardship action?
    Any logged engagement, voting record, report generation, or AI query. Most boutique AMs stay well within their plan limits.
    Can I upgrade mid-year?
    Yes. You can upgrade at any time and we'll prorate the difference.
    Is there a free trial?
    We offer a live demo and a discounted pilot period so you can test with your real data and workflows.
    What regulatory frameworks are covered?
    SRD II, ISR Label 3.0, UK Stewardship Code 2020, SFDR Art.8/9, UNPRI, and SEC Climate Disclosure — all from a single dataset.
    How long does onboarding take?
    14 days from contract to go-live. Your dedicated CSM handles everything — no IT project required.
    Do you offer custom enterprise plans?
    Yes. Contact us for tailored pricing for firms with complex multi-entity structures.

    Still have questions? Let's talk.

    Request a Demo

    See what your stewardship workflow could look like.

    30 minutes. Live demo. Tailored to your fund structure and regulatory obligations.

    30-min live demo100% custom solutionLive in 2 weeks
    Request a Demo