The perfect plan to fit your needs.

ARTIFFEX offers subscription and outsourcing plans to ensure you have the right solution to meet your needs.

SAAS

ARTIFFEX offers a SaaS model beginning at $35 per entity, per month, with a minimum subscription required. For more information, contact info@artiffex.com or book a short meeting at your convenience.

*Includes unlimited assets under management, accounts, and transactions.

Outsourcing

$99 per account*
$2 per transaction

Customized reporting available.

*Refers to a uniquely numbered brokerage account. Accounts with CAD/USD divisions are considered 2 separate accounts.

Outsourcing to Artiffex only requires a few simple steps.

Year End Information

Outsourcing deliverables are based on year-ends, calendar or off-calendar

12 Monthly Broker PDF Statements

For the current corporate year-end. These documents must be:

Original
- not paper scanned to PDF
- not “print to PDF”
Unencrypted
- to confirm, highlight the text, copy and then paste to Word:
- If it shows anything other than data from the statement (i.e. wingdings), it is encrypted
- If it displays what is on the document, it is unencrypted
Unlocked
- no password

Opening monthly statement

An electronic PDF of the last month of the previous corporate year-end:

Note: if the account was transferred to a new broker, we require all monthly statements for the current year-end before the transfer was completed