Plans & Pricing
CloudQix connects the systems that power Wealth Management Firms, so you can eliminate manual work, improve advisor productivity, and deliver a better client experience.
Individual RIAs
For emerging RIAs
$450USD per month
For individual RIAs looking to streamline
processes
What’s included:
- Single user license
- Standard CRM + custodian integrations
- Workflow automation setup
SOC II Certified and ISO 27001 Compliant
RIA Teams
RIAs looking to scale $2B and beyond
$2,500USD per month
Best for RIAs beginning to centralize operations and eliminate manual workflows.
What‘s included:
- Unlimited users
- Custom integration development
- Multi-system workflow orchestration
- AI-assisted automation
SOC II Certified and ISO 27001 Compliant
Business Suite
For enterprise RIAs and Family Offices
$Custom Quote
For family offices managing complex
environments
What‘s included:
- Unlimited users
- Multi-entity/multi-office support
- Fully custom integration ecosystem
- Advanced governance and compliance
- AI consulting and deployment
Soc II Certified and ISO 27001 Compliant
Compare CloudQix Plans
| Feature | Free | Pro | Business Suite | Business Suite Premiere |
|---|---|---|---|---|
| Monthly Data | 1 GB | 5, 10 or 15 GB | 25 GB | Custom Data Packages |
| Workflow Builder Access | ||||
| Prebuilt Connectors | ||||
| Data Transformation & Mapping | ||||
| Real-Time Sync | ||||
| Overages allowed? | ||||
| Priority Support | ||||
| Guided Onboarding | Self-guided | Self-guided | Personalized Setup | Personalized Setup |
| Enhanced monitoring with custom thresholding and escalation | ||||
| Custom managed services packages | ||||
| Expanded security and compliance logging | ||||
| Periodic optimization reviews |
What your firm looks like
when systems are connected
Advisors work from complete,
real-time data
Operations teams stop
reconciling systems
Client communication becomes
proactive, not reactive
Your team spends more time on
clients, not admin
See how this would work for your firm
We’ll walk through your current systems and show you:
- Where data is breaking down
- What can be automated
- How your systems can be connected
Complete the form or reach out to sales@cloudqix.com
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