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.

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Sign up with Artiffex and get your first 60 days free.

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

Enterprise

100+ Entities

$2,500/MO

$25 Per Additional Entity

Email Support

N
N
N
N

Access to an extensive library of online training videos

N
N
N
N

Unlimited brokerage accounts, assets under management and transactions

N
N
N
N

Build support for new financial institutions

N
N
N
N

Live telephone support

N

Working with Artiffex has never been easier.
Sign up and your first 60 days are free.

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
Sign up and get your first 60 days free.

Outsourcing

  • $199 PER INVESTMENT ACCOUNT*
  • $2 PER TRANSACTION

If you require additional reporting, we can build custom templates & more.

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

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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

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