Simple, Transparent Pricing

Institutional-grade wealth management technology with straightforward pricing. No hidden fees, no surprises.

Monthly
Flexible month-to-month billing
$1,000
per month
  • Complete portfolio management platform
  • Real-time digital asset tracking
  • Plaid banking integration
  • Advanced reporting & analytics
  • Entity management system
  • Document vault
  • AI assistant
  • Cancel anytime
2 Months Free
Annual
Save with annual billing
$10,000
per year
  • Complete portfolio management platform
  • Real-time digital asset tracking
  • Plaid banking integration
  • Advanced reporting & analytics
  • Entity management system
  • Document vault
  • AI assistant
  • Priority support

Everything You Need for Family Office Management

Portfolio Management

  • Real-time portfolio tracking
  • Performance analytics
  • Risk assessment
  • Asset allocation insights

Digital Assets

  • Multi-chain wallet tracking
  • Real-time pricing
  • DeFi position monitoring
  • Transaction history

Family Office Tools

  • Entity management
  • Consolidated reporting
  • Document vault
  • User access controls

Frequently Asked Questions

Is there a setup fee?

No, there are no setup fees or hidden costs. You only pay the monthly or annual subscription fee.

Can I cancel anytime?

Yes, you can cancel your subscription at any time. Monthly plans can be cancelled without penalty.

Is my data secure?

Absolutely. We use bank-level encryption and security measures to protect your financial data.

Do you offer support?

Yes, all plans include comprehensive support. Annual subscribers receive priority support.

Ready to Transform Your Wealth Management?

Join sophisticated families who trust Spiegel Financial with their wealth management technology needs.