Whether you're an individual collector, have multi-user needs for complex collections, or are an advisory firms managing client assets, we have a plan for you.
$199
USD
Billed annually
For individual collectors
$2,999
USD
Billed annually
Designed for high-value, complex collections
Contact sales for pricing
For ultra-high-net-worth individuals
Contact sales for pricing
For firms, estate managers, family offices, & institutions
For individual collectors
Designed for high-value, complex collections
For ultra-high-net-worth individuals
For firms, estate managers, family offices, & institutions
| Feature | Standard tier | Premium tier | Private Client tier | Enterprise tier |
|---|---|---|---|---|
| Item tracking | ~1,500 items | 5,000 items | Unlimited | Per client |
| Add-on capacity | No | $249 / +5,000 items | Included | Custom |
| Users per account | Single user | 3 users | Household | Firm-wide |
| Client portfolios | No | No | No | 50 – 150+ |
| Feature | Standard tier | Premium tier | Private Client tier | Enterprise tier |
|---|---|---|---|---|
| Live spot prices | Yes | Yes | Yes | Yes |
| Multiple storage locations | Yes | Yes | Yes | Yes |
| Heir share links | Yes | Yes | Yes | Yes |
| PDF & CSV exports | Yes | Yes | Yes | Yes |
| Price & value alerts | Yes | Yes | Yes | Yes |
| Valuation history | Yes | Yes | Yes | Yes |
| Feature | Standard tier | Premium tier | Private Client tier | Enterprise tier |
|---|---|---|---|---|
| Client-side encryption | No | Yes | Yes | Yes |
| Multi-user accounts | No | Yes | Yes | Yes |
| Firm-level permissions | No | No | No | Yes |
| Audit logs | No | No | Yes | Yes |
| API access & integrations | No | No | Yes | Yes |
| Feature | Standard tier | Premium tier | Private Client tier | Enterprise tier |
|---|---|---|---|---|
| Email support | Yes | Yes | Yes | Yes |
| Priority support | No | Yes | Yes | Yes |
| Early access to features | No | Yes | Yes | Yes |
| Dedicated onboarding | No | No | Yes | Yes |
For firms, estate managers, family offices, & institutions. Firms pay. Clients get full access under your control. No double billing.
For smaller practices getting started
Contact sales for pricing
Up to 50 clients
For scaling advisory firms
Contact sales for pricing
Up to 150 clients
For family offices, institutions, and large firms
Contact sales for pricing
150+ clients
Custom terms available
Everything you need to know about firm plans
Track, verify, and manage client physical assets as a true system of record.