Annual Subscription Packages Brochure Starter Growth Enterprise
Annual Starting Price & Included Features:  $1,500 + $8,000 + $12,000 + Custom
Admin Users Included 1 3 5 7
Users Included - 500 1,000 1,500
Core Features
Two Factor Authentication (Admins) X X X X
Content Editor X X X X
WebVision Reports  X X X X
User Registration Page/Process   X X X
Fund & Firm Document Library   X X X
Fund Pages (Charts/etc)    X X X
Email Unsubscribe Workflow    X X X
Fiveblocks Reputation Management     X X
Email Notifications - Auto/Manual     X X
Watermarking     X X
Event Management
*Must have Clienteer
    X X
Document Library - Account Level     X X
Account Level Pages (Balances/Transactions/Docs/Charts)       X
User/Investor Profile Updates       X
Service & Support    
Email Support X X X X
12 x 5 Phone Support X X X X
Optional Add-ons    
Self-hosting + $12k + $12k + $12k + $12k
Additional Admins (per user / year)        
Additional Users (blocks of 500 / month)        
DUO Two Factor Authentication for Users        
WatchDox DRM Integration        
External CRM Integration Maintenance        
Optional Fee-based Services    
External CRM Integration        
Custom Development        
User Support Fees        
Website Design