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Fees

RIA Database:
Unlimited National access: $5,000 annually for one user, $500 for each additional user. State access: $750 per state.

Registered Rep / Broker / Dealer Database:
Unlimited, National access: $10,000 annually for one user, $500 for each additional user. State access: $1,000 per state. Specific Rep/B/D access: $1,000 per firm.

Bank/Trust Database:
Unlimited, National access: $3,000 annually for one user, $500 for each additional user. State access: $750 per state.

Family Office Database:
Unlimited National access: $5,000 annually for one user, $500 for each additional user.

Discounts apply when combining multiple licenses and/or users. Please call us for more information.