Pricing


$10

per unit / per month

Foundation1

Coming Soon

% Managed Funds

Market Investment2

Planning, Budgeting & Accounting
Up-to-date Economic and Market Data Included Included
AI-Powered Expense and Budget Forecasts Included Included
Customized Dues-based Financial Modeling Included Included
Cost Basis Capital Benefit Accounting Included Included
Proactive Reserves Expense Calendar Included Included
Governance & Compliance
Financial-Grade Secured Online Access Included Included
Board-Only Financial Control Included Included
Required Documents Generated Automatically Included Included
Ongoing System of Record and Archive Included Included
Account Management
Secured Board Account Transition Included Included
Individual Owners’ Account Log-In Included Included
Investment Management
SEC-Registered Investment Advisor Not Included Included
Goals-Based Investment Policy Statement Not Included Included
Interest Bearing Money Market Not Included Included
Liability-Driven Investment (LDI) Strategy Not Included Included
Time and Risk Mitigated Portfolios Not Included Included
Asset Diversification Not Included Included
Expert Oversight and Reporting Not Included Included

1Minimum monthly charge $100. Please contact us for large [>500] properties. Onboarding fee based on numbers of units - $400 minimum.

2Optional service for Liability Driven Investment Model. Management fee only. Fund expenses not included.

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