The perfect plan to fit your needs.

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

SAAS

ARTIFFEX offers a SaaS platform at $1,750/month with a 50-entity minimum. Includes unlimited broker accounts, transactions, and assets under management. Additional entities: $35/month each. Contact info@artiffex.com or book a short meeting at your convenience.

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

Managed Services

$599+ per entity / year — scales with transaction volume

Processing by Artiffex specialists
Collaborative tracking dashboard
Tax-ready deliverables
No minimum commitment
Flexible seasonal capacity

Pricing Tiers

Core · $599/entity/year · up to 1,499 transactions
Plus · $999/entity/year · 1,500–2,999 transactions
Premier · $1,999/entity/year · 3,000+ transactions

Tax-ready outputs include:

Cash continuity schedules
Realized gain and loss reports
Position reports for tax planning
T1135 support
TaxPrep-compatible schedules

Priority delivery available for time-sensitive filings.

SOC 2 Certified · Canadian Data Residency · QuickBooks Integration · Direct TaxPrep Downloads

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