Plans for your firm
One person submits. Compliance reviews and approves. Every subscription supports that essential partnership.
14-day free trial on Essentials and Business. Card required; your selected monthly price is charged after the trial unless you cancel.
Get your first workflow in place.
$189 /month
2 users · 50 reviews/month
Room for your whole team to work.
$499 /month
10 users · 300 reviews/month
For larger firms and requirements.
From$1,999 /month
30 users · 1,000 reviews/month
Need both FINRA and NFA? Both adds $100/month with one shared review allowance.
One FINRA or NFA pre-screen with a PDF report. No recurring subscription. Essentials starts at $189/month for two users and one framework, less than two individual reviews.
Essentials review packs add 25 reviews for $149. Purchase only when needed; packs do not renew automatically. Unused pack reviews expire after 90 days and require an active subscription. There are no automatic overage charges.
Two packs bring Essentials to $487 for 100 reviews. Business is $499for 300 reviews and ten users—more room for regular work. Monthly included reviews reset on your billing date and do not roll over.
All plans include 12 months of record retention as a backup. Download your reports to your firm's own recordkeeping system for long-term retention.
Customer-owned cloud storage connections and advance record-deletion notifications are planned. They are not currently included features.
Enterprise SSO and SCIM provisioning are on our roadmap. Contact us to discuss your identity, storage, and onboarding requirements.
Questions? skip@16wells.com