What Firms Get
A shared process across your firm.
Multi-seat firm management
Owner, admin, and member roles with full audit logging. Add and remove seats, transfer ownership, see firm-wide household assignments. One seat included on Firm; additional seats at $249 per month each.
Your own domain
Every plan carries your logo, colors and fonts. Firm puts your portal on your own domain and sends client email from your own domain, so your firm’s identity carries through the client workflow.
Firm-covered client add-ons
Toggle whether your firm absorbs deed recording, attorney review, and printed-copy fees. Auto-billed to the firm. Clients see covered by [your firm name]. Available on every plan; Firm and Enterprise add the seats and your own domain. Trust updates and the Digital Safe are free on every plan.
Enterprise agreements
Custom contract, security review and SLA on request. The security posture is documented for compliance officers on the security page.
Room to Grow
Firm includes unlimited households and document generation. Add advisor seats as your team grows, with additional seats priced separately.
Migration and dedicated success
Enterprise includes white-glove onboarding, migration support from your existing platform, and a named contact for the lifetime of the contract. We can discuss your existing workflow and the support your team will need.
Seat Math
Transparent pricing, no surprises.
- Firm tier: $799/month base, 1 advisor seat included
- Each additional seat: $249/month
- 3-advisor firm: $799 + 2 × $249 = $1,297/month subscription
- 10-advisor firm: $799 + 9 × $249 = $3,040/month subscription
- Annual billing: discounted annual plans and seat pricing are available
- Enterprise: custom annual contract, dedicated CSM, volume discounts. Contact sales.
Rolling out across advisors or offices? Bancroft Launch On-Site brings training and rollout planning to your firm. See Bancroft Launch.