One plan per institution.Unlimited users on every plan.
Pick the plan that matches your institution's complexity. The full platform is included in every plan. No per-seat fees.
One charter. Standard product mix.
- Single charter
- Deposits and consumer lending
- Up to 60 active policies
Multi-product or multi-state. Adding charters, partners, or licenses.
- Multi-product (commercial, mortgage, cards)
- Multi-state licensing or BaaS partnership
- Up to 150 active policies
Multi-entity, holding companies, or BaaS platforms with many partners.
- Multi-entity or multi-charter
- Sponsor-bank programs with partner ecosystems
- Unlimited policies
Not sure which plan fits? and we'll size it together.
The full platform, in every plan.
No feature gating. The plan you pick determines support level and contract size, not what the platform does.
- Unlimited users
- Policies, procedures, and obligations
- Controls, tasks, and attestations
- Evidence capture and audit-ready exports
- Audit findings and remediation tracking
- Regulatory change monitoring
- Full audit logs
- Tenant isolation and encryption
- Customer-controlled retention
- No model training on your data
Pricing, in plain language.
How is pricing calculated?
By your institution's complexity: charters, product mix, and regulatory footprint. Not by seats, not by usage, not by storage. We size the contract once a year and right-size at renewal as your program grows.
Do you charge per seat?
No. Every plan includes unlimited users. Bring your whole compliance team, plus the business owners, legal, and ops people who actually do the work.
What's included in each plan?
The full platform is included in every plan. The difference between plans is the size of the institution we expect to support, not feature gating. Larger plans include dedicated success partners and SLAs.
Annual or monthly?
Annual contracts. Compliance programs are annual cycles; pricing matches the cadence of the work.
Tell us about your institution.We'll size the plan together.
A 30-minute walkthrough to map your charters, products, and programs to the right plan. No deck, no sales theater.