Subscription plans
Transparent pricing without hidden fees
Monthly
Yearly
20%off
Perfect for individual escrow professionals.
/month
30 Transactions / Month
AI Transaction Workspace
Purchase Contract Parsing
Counter Offers & Addendums
Commission Extraction
APN & Property Intelligence
For power users and top-producing escrow officers.
Popular
/month
Everything in Starter
60 Transactions / Month
Property Tax Verification
County Parcel Intelligence
Email Parsing
Export to CSV
7-day free trial available
No credit card required
Cancel anytime
Need a custom solution for your organization? Talk with our team to design a plan for your needs.
Monthly
Yearly
20%off
Perfect for individual escrow professionals.
/month
30 Transactions / Month
AI Transaction Workspace
Purchase Contract Parsing
Counter Offers & Addendums
Commission Extraction
APN & Property Intelligence
For power users and top-producing escrow officers.
Popular
/month
Everything in Starter
60 Transactions / Month
Property Tax Verification
County Parcel Intelligence
Email Parsing
Export to CSV
7-day free trial available
No credit card required
Cancel anytime
Need a custom solution for your organization? Talk with our team to design a plan for your needs.
Monthly
Yearly
20%off
Perfect for individual escrow professionals.
/month
30 Transactions / Month
AI Transaction Workspace
Purchase Contract Parsing
Counter Offers & Addendums
Commission Extraction
APN & Property Intelligence
For power users and top-producing escrow officers.
Popular
/month
Everything in Starter
60 Transactions / Month
Property Tax Verification
County Parcel Intelligence
Email Parsing
Export to CSV
7-day free trial available
No credit card required
Cancel anytime
Need a custom solution for your organization? Talk with our team to design a plan for your needs.
Trusted by investors and financial teams
What investors say about the platform
4.8/5 Rating
75+ testimonials
12K+ growth community
This platform helped me understand my portfolio in ways I couldn’t before. The insights are clear and actually useful.
David Miller
Individual Investor
This platform helped me understand my portfolio in ways I couldn’t before. The insights are clear and actually useful.
David Miller
Individual Investor
Managing multiple portfolios is much easier now. The risk analysis tools save us hours every week.
Sarah Thompson
Wealth Manager
Managing multiple portfolios is much easier now. The risk analysis tools save us hours every week.
Sarah Thompson
Wealth Manager
The real-time insights and alerts help me react faster to market changes. It’s become part of my daily workflow.
Michael Chen
Active Trader
The real-time insights and alerts help me react faster to market changes. It’s become part of my daily workflow.
Michael Chen
Active Trader
The data visualization and analytics make complex financial data much easier to interpret.
Emily Rodriguez
Financial Analyst
The data visualization and analytics make complex financial data much easier to interpret.
Emily Rodriguez
Financial Analyst
Frequently asked questions
Find quick answers to common questions about the platform, pricing, and security.
How secure is my financial data?
Your data is protected with industry-standard encryption and secure infrastructure. We follow strict security practices to ensure your financial information remains private and safe.
How secure is my financial data?
Your data is protected with industry-standard encryption and secure infrastructure. We follow strict security practices to ensure your financial information remains private and safe.
Can I connect multiple investment accounts?
Can I connect multiple investment accounts?
How do the AI insights work?
How do the AI insights work?
Is there a trial available before subscribing?
Is there a trial available before subscribing?
Do you offer plans for financial teams or organizations?
Do you offer plans for financial teams or organizations?
Still have questions?
Reach out and our team will guide you.
