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

Artiffex offers a SaaS model beginning at $35 per entity, per month, with a minimum subscription required. For more information, contact us at 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.

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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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