Establishment Fee

Establishment of portfolio data on our systems is free for new accounts that sign for a minimum 2 year period*. Fees are negotiable at the time of establishment for accounts who do not wish to contract for our minimum term.

* Subject to review and integrity of data provided


We understand the importance of transparent and fair pricing, which is why we offer fixed fees based on the specific requirements of each engagement. Our goal is to ensure that our clients receive high-quality services without any surprises when it comes to cost.


To provide our clients with clarity and predictability, we offer a fixed fee structure based on the amount of work required for each engagement. When you contact us, our team will thoroughly assess your needs and provide you with a detailed quote based on the scope of services required.


Automation and Reduced Fees

We embrace technology and automation to streamline our processes and deliver efficient services. In cases where data feeds are available, and we can utilize automation to streamline the workflow, we will reflect the reduce workload in our fee structure. This ensures that you benefit from the latest technological advancements while enjoying cost savings.