Proxytrust
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Simple, transparent pricing

Plans that grow with your firm

One flat rate per workspace — no per-user fees, no surprise bills. Pick the plan that fits today and scale later.

Starter
$199/mo

For small advisory firms getting started with structured proxy voting.

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Up to 3 advisors Up to 100 clients AI proxy analysis — 20 meetings/mo Client self-service portal Email MFA Standard support
Most popular
Growth
$499/mo

For growing firms that need unlimited capacity and white-label branding.

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Unlimited advisors Unlimited clients AI proxy analysis — unlimited Full white-label branding SMS + Email + TOTP MFA Custom brand color & logo Priority support
Enterprise
Custom

For large institutions with compliance, SLA, and custom integration needs.

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Everything in Growth Custom SLA & uptime guarantee Dedicated account manager SSO / SAML Custom AI voting spec On-premise / VPC deployment

Frequently asked

Is there a free trial?

Yes — request a demo workspace and explore the platform for 14 days at no cost.

Are there per-user fees?

No. Each plan covers your whole firm for a flat monthly rate.

Can I change plans later?

Yes, upgrade or downgrade anytime. Changes take effect on your next billing cycle.

Is my firm's data isolated?

Completely. Each firm gets its own database schema — no data is ever shared between firms.

What payment methods are accepted?

We accept all major credit cards and ACH bank transfers for annual plans.

Not sure which plan fits?

Talk to us and we'll recommend the right fit for your firm's size and needs.

Contact us