Providing plans to fit your needs.

Artiffex offers subscription and outsourcing plans to ensure you have the solution which meets your specific needs. View all plan options below.

Artiffex Computer

SaaS
Pricing*

Small

1-25 Entities

$1,250/MO

$50 Per Additional Entity

Medium

26-50 Entities

$2,000/MO

$40 Per Additional Entity

Large

51-75 Entities

$2,250/MO

$30 Per Additional Entity

Email Support

N
N
N

Access to an extensive library of online training videos

N
N
N

Unlimited brokerage accounts, assets under management and transactions

N
N
N

Build support for new financial institutions

N
N
N

*For entities of 75+, contact us directly

Working with Artiffex has never been easier.
30 days free for new subscriptions.

Small

1-25 Entities

$1,250/MO

$50 Per Additional Entity

N

Email Support

N

Access to an extensive library of online training videos

N

Unlimited brokerage accounts, assets under management and transactions

N

Build support for new financial institutions

Medium

26-50 Entities

$2,000/MO

$40 Per Additional Entity

N

Email Support

N

Access to an extensive library of online training videos

N

Unlimited brokerage accounts, assets under management and transactions

N

Build support for new financial institutions

Large

51-75 Entities

$2,250/MO

$30 Per Additional Entity

N

Email Support

N

Access to an extensive library of online training videos

N

Unlimited brokerage accounts, assets under management and transactions

N

Build support for new financial institutions

Enterprise

100+ Entities

$2,500/MO

$25 Per Additional Entity

N

Email Support

N

Access to an extensive library of online training videos

N

Unlimited brokerage accounts, assets under management and transactions

N

Build support for new financial institutions

N

Live telephone support

Working with Artiffex has never been easier
30 days free for new subscriptions.

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.

i

Outsourcing your files to Artiffex requires just a few simple steps.

Below are the requirements to setup and outsourcing file:

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

Reconciliations
  • Marketable securities closing file in Excel
  • Trial Balance for the previous year-end

Automate Investment Accounting today

Easy-To-Use

Seamless Integration

Endless Possibilities

Unparalleled Support