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 offers a SAAS model beginning at $35 per entity, per month, with a minimum subscription of 25 entities*. For more information, contact us at firstname.lastname@example.org or book a short meeting at your convenience.
*Includes unlimited assets under management, accounts, and transactions.
- $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 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:
- not paper scanned to PDF
- not “print to PDF”
- 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
- 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
- Marketable securities closing file in Excel
- Trial Balance for the previous year-end