Pricing

Institutional-grade infrastructure, priced for independent firms

Choose the layer of AlphaDesk that fits your firm today, from research to a full operating system with reporting, compliance, billing, and workflow control.

Review founding pilot Trust Center
Annual plans save meaningfully and are billed yearly at checkout.
Analyst
$ 149 /mo

For advisors who want a first-class research desk, daily briefings, and plain-language memo generation before they consolidate the rest of the firm.

Billed annually at $1,788
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Most Popular
Desk
$ 599 /mo

The flagship AlphaDesk workspace for firms that want one polished operating layer across CRM, portfolios, billing, compliance, reporting, and advisor execution.

Billed annually at $7,188
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Desk Team
$ 1249 /mo

For firms standardizing AlphaDesk across advisors and operations with migration support, implementation help, and a more coordinated rollout path.

Billed annually at $14,988
Prefer a structured rollout? Apply for pilot ->
Enterprise
Custom

For multi-office RIAs, aggregators, and firms that need implementation planning, migration workstreams, integration support, and a white-glove rollout.

Apply for enterprise rollout

Full Feature Comparison

Feature Analyst Desk Desk Team
Daily AI morning briefing ✓ ✓ ✓
Market data dashboard ✓ ✓ ✓
Email delivery of briefings ✓ ✓ ✓
Briefing history & timeline ✓ ✓ ✓
On-demand investment memos 10 / month Unlimited Unlimited
Plain-language command interface ✓ ✓ ✓
Portfolio drift alerts — ✓ ✓
Multi-portfolio support — ✓ ✓
Client management & CRM — ✓ ✓
Fee engine & billing exports — ✓ ✓
Compliance hub — ✓ ✓
Household performance reports — ✓ ✓
Migration concierge — — ✓
Priority integration queue — — ✓

Buying Questions

What counts as an "on-demand investment memo"?
Any research note you trigger outside the scheduled briefing flow counts: earnings analysis, manager due diligence, individual security work, PDF reviews, and custom prompts from the AlphaDesk command interface.
Can I upgrade from Analyst to Desk or Desk Team later?
Yes. Most firms start with Analyst to validate research quality, then move into Desk or Desk Team when they are ready to centralize operations, client reporting, billing, and compliance workflows.
How do annual plans work?
Annual pricing is billed once per year at checkout and reflects the lower per-month equivalent shown on this page. Month-to-month plans stay flexible if you prefer monthly billing.
What happens if I need team rollout or migration help?
Desk Team is built for that phase. It includes a higher-touch onboarding path, migration help, and priority support while we deepen custodian integrations and reconciliation workflows.
Do you offer enterprise deployments?
Yes. Enterprise is for RIAs that need implementation planning, migration scoping, deeper controls, and integration support beyond the standard self-serve plans.