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Simple, Transparent Pricing

Choose the plan that fits your firm. All plans include a 14-day free trial with no credit card required.

Starter

For small broker-dealers getting started with Reg BI compliance

$299per month
  • Up to 5 registered representatives
  • Up to 500 client accounts
  • Disclosure management
  • Form CRS templates
  • Basic recommendation tracking
  • Email support
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Professional

For growing firms with comprehensive compliance needs

$699per month
  • Up to 25 registered representatives
  • Up to 5,000 client accounts
  • Everything in Starter, plus:
  • Advanced recommendation workflows
  • Supervisor approval system
  • Conflict of interest tracking
  • Custom disclosure templates
  • Priority email & phone support
  • Compliance reporting dashboard
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Enterprise

For large broker-dealers with complex requirements

Custom Pricing
  • Unlimited registered representatives
  • Unlimited client accounts
  • Everything in Professional, plus:
  • Custom integrations
  • API access
  • Dedicated account manager
  • Custom training & onboarding
  • SLA guarantees
  • Advanced audit & compliance tools
  • Multi-firm support
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All plans include: SSL encryption, automatic backups, 99.9% uptime SLA, and FINRA/SEC-compliant data retention

Frequently Asked Questions

Is there a free trial?

Yes! All plans include a 14-day free trial with full access to features. No credit card required to start.

Can I change plans later?

Absolutely. You can upgrade or downgrade your plan at any time. Changes take effect on your next billing cycle.

What payment methods do you accept?

We accept all major credit cards, ACH transfers, and wire transfers for annual plans.

Is my data secure?

Yes. Prsperite uses bank-level encryption, SOC 2 Type II compliant infrastructure, and regular security audits to protect your data.

Do you offer annual billing discounts?

Yes! Annual billing saves you 20% compared to monthly billing. Contact us for details.

What kind of support is included?

All plans include email support. Professional plans add phone support, and Enterprise plans include a dedicated account manager.

Ready to Get Started?

Start your 14-day free trial today. No credit card required.