Plans for growing desks
Pick capacity by how many client accounts you need to link and how many people on your team need a seat. Every plan includes copy trading and multi-account rails.
Tell us your book size when you request a workspace. We will match you to a plan and share pricing.
Starter
- Child accounts
- Up to 5
- Seats
- Up to 1
- 1 advisory workspace seat
- Up to 5 linked child accounts
- Copy and multi-account rails
- Major broker integrations
- Email support
Practice
Common for growing practices
- Child accounts
- Up to 25
- Seats
- Up to 3
- Up to 3 advisory workspace seats
- Up to 25 linked child accounts
- Copy and multi-account rails
- Major broker integrations
- Priority setup assistance
Desk
- Child accounts
- Up to 100
- Seats
- Up to 10
- Up to 10 advisory workspace seats
- Up to 100 linked child accounts
- Copy and multi-account rails
- Major broker integrations
- Dedicated onboarding window
Ready to size your desk? Request a workspace and we will match capacity to your book.
Request workspace