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 |
Start Integrating
with CloudQix
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