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.
$99
USD
Billed annually
For individual collectors
$1,049
USD
Billed annually
Designed for high-value, complex collections
$5,000+
/ yearPlatform fee + per-client pricing
For firms, estate managers, and family offices
For individual collectors
Designed for high-value, complex collections
For firms, estate managers, and family offices
| Feature | Standard tier | Premium tier | Firms & Advisors tier |
|---|---|---|---|
| Item tracking | ~1,500 items | 5,000 items | Per client |
| Add-on capacity | No | $249 / +5,000 items | Custom |
| Users per account | Single user | 3 users | Firm-wide |
| Client portfolios | No | No | 50 – 150+ |
| Feature | Standard tier | Premium tier | Firms & Advisors tier |
|---|---|---|---|
| Live spot prices | Yes | Yes | Yes |
| Multiple storage locations | Yes | Yes | Yes |
| Heir share links | Yes | Yes | Yes |
| PDF & CSV exports | Yes | Yes | Yes |
| Price & value alerts | Yes | Yes | Yes |
| Valuation history | Yes | Yes | Yes |
| Feature | Standard tier | Premium tier | Firms & Advisors tier |
|---|---|---|---|
| Client-side encryption | No | Yes | Yes |
| Multi-user accounts | No | Yes | Yes |
| Firm-level permissions | No | No | Yes |
| Audit logs | No | No | Yes |
| API access & integrations | No | No | Yes |
| Feature | Standard tier | Premium tier | Firms & Advisors tier |
|---|---|---|---|
| Email support | Yes | Yes | Yes |
| Priority support | No | Yes | Yes |
| Early access to features | No | Yes | Yes |
| Dedicated onboarding | No | No | Yes |
For firms, estate managers, and family offices. Firms pay. Clients get full access under your control. No double billing.
For smaller practices getting started
$125 / client / year
Up to 50 clients
For scaling advisory firms
$95 / client / year
Up to 150 clients
For family offices, institutions, and large firms
$75 / client / year
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.